VANGUARD WORLD FD

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

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q4 2025
Shares 13,498 Value ($000) $1,649 Avg Close — Range —
Q3 2025
Shares 13,955 Value ($000) $1,659 Avg Close — Range —
Q2 2025
Shares 14,985 Value ($000) $1,659 Avg Close — Range —
Q1 2025
Shares 12,278 Value ($000) $1,150 Avg Close — Range —
Q4 2024
Shares 9,281 Value ($000) $965 Avg Close — Range —
Q3 2024
Shares 8,943 Value ($000) $907 Avg Close — Range —
Q2 2024
Shares 8,897 Value ($000) $879 Avg Close — Range —
Q1 2024
Shares 9,335 Value ($000) $851 Avg Close — Range —
Q4 2023
Shares 4,946 Value ($000) $411 Avg Close — Range —
Q3 2023
Shares 4,931 Value ($000) $369 Avg Close — Range —
Q2 2023
Shares 4,854 Value ($000) $377 Avg Close — Range —
Q3 2022
Shares 495 Value ($000) $31 Avg Close — Range —
Q2 2022
Shares 493 Value ($000) $33 Avg Close — Range —
Q1 2022
Shares 2 Value ($000) $0 Avg Close — Range —
Q4 2021
Shares 2 Value ($000) $0 Avg Close — Range —