VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 80,576 Value ($000) $27,015 Avg Close — Range —
Q3 2025
Shares 78,804 Value ($000) $25,861 Avg Close — Range —
Q2 2025
Shares 36,242 Value ($000) $11,015 Avg Close — Range —
Q1 2025
Shares 25,088 Value ($000) $6,895 Avg Close — Range —
Q4 2024
Shares 21,357 Value ($000) $6,189 Avg Close — Range —
Q3 2024
Shares 19,971 Value ($000) $5,655 Avg Close — Range —
Q2 2024
Shares 17,391 Value ($000) $4,652 Avg Close — Range —
Q1 2024
Shares 17,220 Value ($000) $4,475 Avg Close — Range —
Q4 2023
Shares 15,638 Value ($000) $3,710 Avg Close — Range —
Q3 2023
Shares 3,406 Value ($000) $723 Avg Close — Range —
Q2 2023
Shares 1,642 Value ($000) $362 Avg Close — Range —
Q1 2023
Shares 1,120 Value ($000) $229 Avg Close — Range —