VANGUARD WORLD FD

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

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

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

Q4 2025
Shares 12,933 Value ($000) $1,564 Avg Close — Range —
Q3 2025
Shares 12,933 Value ($000) $1,532 Avg Close — Range —
Q2 2025
Shares 12,933 Value ($000) $1,418 Avg Close — Range —
Q1 2025
Shares 12,933 Value ($000) $1,267 Avg Close — Range —
Q4 2024
Shares 12,933 Value ($000) $1,357 Avg Close — Range —
Q3 2024
Shares 12,933 Value ($000) $1,315 Avg Close — Range —
Q2 2024
Shares 12,933 Value ($000) $1,250 Avg Close — Range —
Q1 2024
Shares 12,933 Value ($000) $1,205 Avg Close — Range —
Q4 2023
Shares 12,933 Value ($000) $1,100 Avg Close — Range —
Q3 2023
Shares 12,951 Value ($000) $974 Avg Close — Range —
Q2 2023
Shares 12,951 Value ($000) $1,015 Avg Close — Range —
Q1 2023
Shares 12,951 Value ($000) $929 Avg Close — Range —
Q4 2022
Shares 12,982 Value ($000) $855 Avg Close — Range —
Q3 2022
Shares 14,965 Value ($000) $941 Avg Close — Range —
Q2 2022
Shares 14,965 Value ($000) $994 Avg Close — Range —
Q1 2022
Shares 14,965 Value ($000) $1,212 Avg Close — Range —
Q4 2021
Shares 8,434 Value ($000) $741 Avg Close — Range —