VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 8,837 Value ($000) $4,311 Avg Close — Range —
Q3 2025
Shares 147,930 Value ($000) $70,949 Avg Close — Range —
Q2 2025
Shares 153,771 Value ($000) $67,413 Avg Close — Range —
Q1 2025
Shares 140,293 Value ($000) $52,023 Avg Close — Range —
Q4 2024
Shares 138,155 Value ($000) $56,705 Avg Close — Range —
Q3 2024
Shares 141,449 Value ($000) $54,307 Avg Close — Range —
Q2 2024
Shares 137,540 Value ($000) $53,224 Avg Close — Range —
Q1 2024
Shares 143,810 Value ($000) $49,499 Avg Close — Range —
Q4 2023
Shares 150,115 Value ($000) $46,668 Avg Close — Range —
Q3 2023
Shares 148,009 Value ($000) $40,304 Avg Close — Range —
Q2 2023
Shares 151,909 Value ($000) $42,984 Avg Close — Range —
Q1 2023
Shares 161,881 Value ($000) $40,380 Avg Close — Range —
Q4 2022
Shares 148,413 Value ($000) $31,628 Avg Close — Range —
Q3 2022
Shares 141,479 Value ($000) $30,269 Avg Close — Range —
Q2 2022
Shares 129,407 Value ($000) $28,843 Avg Close — Range —
Q1 2022
Shares 120,018 Value ($000) $34,517 Avg Close — Range —
Q4 2021
Shares 99,014 Value ($000) $15,488 Avg Close — Range —
Q3 2021
Shares 94,206 Value ($000) $27,336 Avg Close — Range —
Q2 2021
Shares 94,443 Value ($000) $27,087 Avg Close — Range —
Q1 2021
Shares 90,127 Value ($000) $23,166 Avg Close — Range —
Q4 2020
Shares 80,856 Value ($000) $20,484 Avg Close — Range —
Q3 2020
Shares 80,088 Value ($000) $18,229 Avg Close — Range —
Q2 2020
Shares 95,035 Value ($000) $19,206 Avg Close — Range —
Q1 2020
Shares 93,938 Value ($000) $14,719 Avg Close — Range —
Q4 2019
Shares 95,070 Value ($000) $17,319 Avg Close — Range —
Q3 2019
Shares 95,003 Value ($000) $15,797 Avg Close — Range —
Q2 2019
Shares 94,690 Value ($000) $15,471 Avg Close — Range —
Q1 2019
Shares 99,014 Value ($000) $15,488 Avg Close — Range —
Q4 2018
Shares 99,976 Value ($000) $13,430 Avg Close — Range —