VANGUARD WORLD FD

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

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2025
Shares 24,871 Value ($000) $1,781 Avg Close — Range —
Q3 2025
Shares 25,292 Value ($000) $1,755 Avg Close — Range —
Q2 2025
Shares 26,110 Value ($000) $1,710 Avg Close — Range —
Q3 2024
Shares 3,327 Value ($000) $205 Avg Close — Range —