VANGUARD WORLD FD

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

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025
Shares 272,981 Value ($000) $33,020 Avg Close — Range —
Q3 2025
Shares 274,075 Value ($000) $32,461 Avg Close — Range —