VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

Forbes Financial Planning, Inc.'s Holding History (CIK: 0001911316)

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

Q4 2025
Shares 877 Value ($000) $428 Avg Close — Range —
Q3 2025
Shares 877 Value ($000) $421 Avg Close — Range —
Q2 2025
Shares 877 Value ($000) $384 Avg Close — Range —
Q1 2025
Shares 1,033 Value ($000) $383 Avg Close — Range —
Q4 2024
Shares 974 Value ($000) $400 Avg Close — Range —
Q3 2024
Shares 982 Value ($000) $377 Avg Close — Range —
Q2 2024
Shares 982 Value ($000) $367 Avg Close — Range —
Q1 2024
Shares 982 Value ($000) $338 Avg Close — Range —
Q4 2023
Shares 914 Value ($000) $284 Avg Close — Range —
Q3 2023
Shares 914 Value ($000) $249 Avg Close — Range —
Q2 2023
Shares 914 Value ($000) $259 Avg Close — Range —
Q1 2023
Shares 914 Value ($000) $228 Avg Close — Range —
Q2 2022
Shares 914 Value ($000) $204 Avg Close — Range —
Q1 2022
Shares 914 Value ($000) $263 Avg Close — Range —
Q4 2021
Shares 914 Value ($000) $294 Avg Close — Range —