VANGUARD WORLD FD

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

Martel Wealth Advisors Inc's Holding History (CIK: 0002039437)

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

Q4 2025
Shares 4,100 Value ($000) $294 Avg Close — Range —
Q3 2025
Shares 4,216 Value ($000) $292 Avg Close — Range —
Q2 2025
Shares 4,354 Value ($000) $285 Avg Close — Range —
Q1 2025
Shares 4,354 Value ($000) $257 Avg Close — Range —
Q4 2024
Shares 4,405 Value ($000) $250 Avg Close — Range —
Q3 2024
Shares 4,068 Value ($000) $250 Avg Close — Range —
Q2 2024
Shares 3,862 Value ($000) $221 Avg Close — Range —
Q1 2024
Shares 3,776 Value ($000) $217 Avg Close — Range —
Q4 2023
Shares 5,174 Value ($000) $286 Avg Close — Range —
Q3 2023
Shares 4,941 Value ($000) $249 Avg Close — Range —
Q2 2023
Shares 4,771 Value ($000) $253 Avg Close — Range —
Q1 2023
Shares 4,702 Value ($000) $246 Avg Close — Range —
Q4 2022
Shares 4,444 Value ($000) $219 Avg Close — Range —
Q1 2022
Shares 3,807 Value ($000) $218 Avg Close — Range —