VANGUARD WORLD FD

Ticker: ESGV CUSIP: 921910733 Class: ESG US STK ETF

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 6,584 Value ($000) $796 Avg Close — Range —
Q3 2025
Shares 6,683 Value ($000) $792 Avg Close — Range —
Q2 2025
Shares 6,683 Value ($000) $733 Avg Close — Range —
Q1 2025
Shares 6,683 Value ($000) $655 Avg Close — Range —
Q4 2024
Shares 6,683 Value ($000) $701 Avg Close — Range —
Q3 2024
Shares 6,683 Value ($000) $679 Avg Close — Range —
Q2 2024
Shares 5,942 Value ($000) $574 Avg Close — Range —
Q1 2024
Shares 5,942 Value ($000) $554 Avg Close — Range —
Q4 2023
Shares 5,942 Value ($000) $505 Avg Close — Range —
Q3 2023
Shares 6,034 Value ($000) $454 Avg Close — Range —
Q2 2023
Shares 6,144 Value ($000) $481 Avg Close — Range —
Q1 2023
Shares 6,144 Value ($000) $441 Avg Close — Range —
Q4 2022
Shares 4,147 Value ($000) $273 Avg Close — Range —
Q3 2022
Shares 3,543 Value ($000) $223 Avg Close — Range —