VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Plan Group Financial, LLC's Holding History (CIK: 0001940033)

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

Q4 2025
Shares 23,117 Value ($000) $7,750 Avg Close Range
Q3 2025
Shares 21,666 Value ($000) $7,110 Avg Close Range
Q2 2025
Shares 20,616 Value ($000) $6,266 Avg Close Range
Q1 2025
Shares 20,239 Value ($000) $5,563 Avg Close Range
Q4 2024
Shares 19,164 Value ($000) $5,554 Avg Close Range
Q3 2024
Shares 18,976 Value ($000) $5,373 Avg Close Range
Q2 2024
Shares 19,574 Value ($000) $5,236 Avg Close Range
Q1 2024
Shares 21,105 Value ($000) $5,485 Avg Close Range
Q4 2023
Shares 18,459 Value ($000) $4,379 Avg Close Range
Q3 2023
Shares 9,314 Value ($000) $1,978 Avg Close Range
Q2 2023
Shares 1,279 Value ($000) $282 Avg Close Range
Q2 2022
Shares 17,500 Value ($000) $3,300 Avg Close Range