VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 176,127 Value ($000) $59,050 Avg Close — Range —
Q3 2025
Shares 183,158 Value ($000) $60,107 Avg Close — Range —
Q2 2025
Shares 171,307 Value ($000) $52,065 Avg Close — Range —
Q1 2025
Shares 146,241 Value ($000) $40,193 Avg Close — Range —
Q4 2024
Shares 120,032 Value ($000) $34,787 Avg Close — Range —
Q3 2024
Shares 114,454 Value ($000) $32,409 Avg Close — Range —
Q2 2024
Shares 29,090 Value ($000) $7,782 Avg Close — Range —
Q1 2024
Shares 27,841 Value ($000) $7,236 Avg Close — Range —
Q4 2023
Shares 35,341 Value ($000) $8,384 Avg Close — Range —
Q3 2023
Shares 33,897 Value ($000) $7,200 Avg Close — Range —
Q2 2023
Shares 27,462 Value ($000) $5,577 Avg Close — Range —
Q1 2023
Shares 34,172 Value ($000) $6,974 Avg Close — Range —
Q4 2022
Shares 174,109 Value ($000) $36,119 Avg Close — Range —
Q3 2022
Shares 172,940 Value ($000) $34,010 Avg Close — Range —
Q1 2022
Shares 194,982 Value ($000) $40,338 Avg Close — Range —