VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 1,789 Value ($000) $587 Avg Close — Range —
Q2 2025
Shares 1,795 Value ($000) $546 Avg Close — Range —
Q1 2025
Shares 2,088 Value ($000) $574 Avg Close — Range —
Q4 2024
Shares 1,572 Value ($000) $455 Avg Close — Range —
Q3 2024
Shares 1,589 Value ($000) $450 Avg Close — Range —
Q2 2024
Shares 1,577 Value ($000) $422 Avg Close — Range —
Q1 2024
Shares 1,674 Value ($000) $435 Avg Close — Range —
Q4 2023
Shares 1,692 Value ($000) $401 Avg Close — Range —
Q3 2023
Shares 1,646 Value ($000) $350 Avg Close — Range —
Q2 2023
Shares 1,730 Value ($000) $381 Avg Close — Range —
Q1 2023
Shares 1,829 Value ($000) $373 Avg Close — Range —
Q4 2022
Shares 1,732 Value ($000) $331 Avg Close — Range —