VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Philip James Wealth Mangement, LLC's Holding History (CIK: 0002002630)

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

Q4 2025
Shares 46,234 Value ($000) $15,501 Avg Close — Range —
Q3 2025
Shares 45,802 Value ($000) $15,031 Avg Close — Range —
Q2 2025
Shares 42,499 Value ($000) $12,917 Avg Close — Range —
Q1 2025
Shares 42,510 Value ($000) $11,683 Avg Close — Range —
Q4 2024
Shares 41,991 Value ($000) $12,169 Avg Close — Range —
Q3 2024
Shares 41,696 Value ($000) $11,807 Avg Close — Range —
Q2 2024
Shares 40,868 Value ($000) $10,933 Avg Close — Range —
Q1 2024
Shares 38,000 Value ($000) $9,876 Avg Close — Range —
Q4 2023
Shares 36,186 Value ($000) $8,584 Avg Close — Range —