VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 20,833 Value ($000) $6,985 Avg Close Range
Q3 2025
Shares 29,485 Value ($000) $9,730 Avg Close Range
Q2 2025
Shares 29,135 Value ($000) $8,855 Avg Close Range
Q1 2025
Shares 30,400 Value ($000) $8,355 Avg Close Range
Q4 2024
Shares 30,866 Value ($000) $8,945 Avg Close Range
Q3 2024
Shares 31,110 Value ($000) $8,809 Avg Close Range
Q2 2024
Shares 30,567 Value ($000) $8,177 Avg Close Range
Q1 2024
Shares 29,812 Value ($000) $7,748 Avg Close Range
Q4 2023
Shares 28,876 Value ($000) $6,850 Avg Close Range
Q3 2023
Shares 27,667 Value ($000) $5,877 Avg Close Range
Q2 2023
Shares 26,306 Value ($000) $5,795 Avg Close Range
Q1 2023
Shares 26,276 Value ($000) $5,363 Avg Close Range