VANGUARD WORLD FD

Ticker: VCEB CUSIP: 921910691 Class: ESG US CORP BD

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

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

Q4 2025
Shares 6,335 Value ($000) $403 Avg Close — Range —
Q3 2025
Shares 6,325 Value ($000) $406 Avg Close — Range —
Q2 2025
Shares 6,498 Value ($000) $412 Avg Close — Range —
Q1 2025
Shares 6,293 Value ($000) $396 Avg Close — Range —
Q4 2024
Shares 411,749 Value ($000) $26,021 Avg Close — Range —
Q3 2024
Shares 6,376 Value ($000) $414 Avg Close — Range —
Q2 2024
Shares 6,422 Value ($000) $399 Avg Close — Range —
Q1 2024
Shares 4,706 Value ($000) $298 Avg Close — Range —
Q4 2023
Shares 4,706 Value ($000) $298 Avg Close — Range —
Q3 2023
Shares 4,979 Value ($000) $296 Avg Close — Range —
Q2 2023
Shares 4,979 Value ($000) $309 Avg Close — Range —
Q1 2023
Shares 4,524 Value ($000) $284 Avg Close — Range —