VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

BWM Planning, LLC's Holding History (CIK: 0002039698)

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

Q4 2025
Shares 110,860 Value ($000) $37,168 Avg Close — Range —
Q3 2025
Shares 99,965 Value ($000) $32,806 Avg Close — Range —
Q2 2025
Shares 90,259 Value ($000) $27,432 Avg Close — Range —
Q1 2025
Shares 80,527 Value ($000) $22,132 Avg Close — Range —
Q4 2024
Shares 70,031 Value ($000) $20,296 Avg Close — Range —
Q3 2024
Shares 60,370 Value ($000) $17,094 Avg Close — Range —