ASSET PLANNING CORPORATION: VCIT position timeline

ASSET PLANNING CORPORATION held 157,060 VCIT shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 157,060 shares

   Change vs previous 13F +26,448 shares

   6.27% of the 13F portfolio, value $13,210,326.

   13F-HR 0001951757-25-001276 filed by ASSET PLANNING CORPORATION
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 130,612 shares

   Change vs previous 13F +58,347 shares

   5.76% of the 13F portfolio, value $10,830,329.

   13F-HR 0001951757-25-000944 filed by ASSET PLANNING CORPORATION
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 72,265 shares

   Change vs previous 13F +34,079 shares

   3.48% of the 13F portfolio, value $5,908,412.

   13F-HR 0001951757-25-000534 filed by ASSET PLANNING CORPORATION
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 38,186 shares

   Change vs previous 13F +28,424 shares

   1.92% of the 13F portfolio, value $3,065,225.

   13F-HR 0001951757-25-000119 filed by ASSET PLANNING CORPORATION
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 9,762 shares

   Change vs previous 13F not available

   0.53% of the 13F portfolio, value $817,557.

   13F-HR 0001951757-24-001080 filed by ASSET PLANNING CORPORATION
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).