VANGUARD WORLD FD

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

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

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

Q4 2025
Shares 29,060 Value ($000) $3,515 Avg Close — Range —
Q3 2025
Shares 29,120 Value ($000) $3,449 Avg Close — Range —
Q2 2025
Shares 26,796 Value ($000) $2,938 Avg Close — Range —
Q1 2025
Shares 24,864 Value ($000) $2,435 Avg Close — Range —
Q4 2024
Shares 25,331 Value ($000) $2,657 Avg Close — Range —
Q3 2024
Shares 24,812 Value ($000) $2,522 Avg Close — Range —
Q2 2024
Shares 24,250 Value ($000) $2,343 Avg Close — Range —
Q1 2024
Shares 24,155 Value ($000) $2,251 Avg Close — Range —
Q4 2023
Shares 24,409 Value ($000) $2,076 Avg Close — Range —
Q3 2023
Shares 25,060 Value ($000) $1,885 Avg Close — Range —
Q2 2023
Shares 24,643 Value ($000) $1,931 Avg Close — Range —
Q1 2023
Shares 4,773 Value ($000) $342 Avg Close — Range —
Q4 2022
Shares 4,352 Value ($000) $287 Avg Close — Range —
Q1 2022
Shares 2,614 Value ($000) $212 Avg Close — Range —