VANGUARD WORLD FD

Ticker: VSGX CUSIP: 921910725 Class: ESG INTL STK ETF

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025
Shares 500,363 Value ($000) $35,836 Avg Close — Range —
Q3 2025
Shares 494,475 Value ($000) $34,302 Avg Close — Range —