VANGUARD WORLD FD

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

Joel Adams & Associates, Inc.'s Holding History (CIK: 0002020459)

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

Q4 2025
Shares 145,259 Value ($000) $10,403 Avg Close — Range —
Q3 2025
Shares 138,810 Value ($000) $9,629 Avg Close — Range —
Q2 2025
Shares 142,037 Value ($000) $9,303 Avg Close — Range —
Q1 2025
Shares 154,717 Value ($000) $9,125 Avg Close — Range —
Q4 2024
Shares 159,361 Value ($000) $9,036 Avg Close — Range —