VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 127,779 Value ($000) $24,404 Avg Close Range
Q3 2025
Shares 135,200 Value ($000) $25,213 Avg Close Range
Q2 2025
Shares 130,998 Value ($000) $23,153 Avg Close Range
Q1 2025
Shares 136,647 Value ($000) $23,604 Avg Close Range
Q4 2024
Shares 56,785 Value ($000) $9,614 Avg Close Range
Q3 2024
Shares 9,786 Value ($000) $1,708 Avg Close Range
Q2 2024
Shares 8,585 Value ($000) $1,377 Avg Close Range
Q1 2024
Shares 7,539 Value ($000) $1,228 Avg Close Range
Q4 2023
Shares 7,707 Value ($000) $1,152 Avg Close Range
Q3 2023
Shares 1,465 Value ($000) $202 Avg Close Range
Q2 2023
Shares 1,414 Value ($000) $201 Avg Close Range