VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025
Shares 63,036 Value ($000) $21,134 Avg Close — Range —
Q3 2025
Shares 57,796 Value ($000) $18,968 Avg Close — Range —
Q2 2025
Shares 54,460 Value ($000) $16,553 Avg Close — Range —
Q1 2025
Shares 53,688 Value ($000) $14,756 Avg Close — Range —
Q4 2024
Shares 3,223,294 Value ($000) $940,012 Avg Close — Range —
Q3 2024
Shares 51,984 Value ($000) $14,721 Avg Close — Range —
Q2 2024
Shares 51,567 Value ($000) $13,795 Avg Close — Range —
Q1 2024
Shares 52,568 Value ($000) $12,471 Avg Close — Range —
Q4 2023
Shares 52,581 Value ($000) $12,474 Avg Close — Range —
Q3 2023
Shares 53,642 Value ($000) $11,407 Avg Close — Range —
Q2 2023
Shares 54,896 Value ($000) $12,076 Avg Close — Range —
Q1 2023
Shares 53,895 Value ($000) $11,000 Avg Close — Range —
Q4 2022
Shares 42,056 Value ($000) $7,565 Avg Close — Range —
Q3 2022
Shares 1,362 Value ($000) $244 Avg Close — Range —