VANGUARD WORLD FD

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

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 3,768 Value ($000) $270 Avg Close — Range —
Q3 2025
Shares 4,144 Value ($000) $287 Avg Close — Range —
Q2 2025
Shares 4,266 Value ($000) $279 Avg Close — Range —
Q1 2025
Shares 4,310 Value ($000) $254 Avg Close — Range —
Q4 2024
Shares 6,847 Value ($000) $388 Avg Close — Range —
Q3 2024
Shares 11,750 Value ($000) $723 Avg Close — Range —
Q2 2024
Shares 14,223 Value ($000) $815 Avg Close — Range —
Q1 2024
Shares 24,107 Value ($000) $1,385 Avg Close — Range —
Q1 2022
Shares 5,000 Value ($000) $286 Avg Close — Range —
Q4 2021
Shares 5,000 Value ($000) $298 Avg Close — Range —
Q3 2021
Shares 5,000 Value ($000) $321 Avg Close — Range —