VANGUARD WORLD FD

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

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025
Shares 24,588 Value ($000) $2,974 Avg Close — Range —
Q3 2025
Shares 25,136 Value ($000) $2,977 Avg Close — Range —
Q1 2025
Shares 4,365 Value ($000) $428 Avg Close — Range —