VANGUARD WORLD FD

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

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 2,436 Value ($000) $295 Avg Close — Range —
Q3 2025
Shares 2,430 Value ($000) $288 Avg Close — Range —
Q2 2025
Shares 2,424 Value ($000) $266 Avg Close — Range —
Q1 2025
Shares 2,162 Value ($000) $212 Avg Close — Range —
Q3 2021
Shares 99 Value ($000) $8 Avg Close — Range —
Q2 2021
Shares 98 Value ($000) $8 Avg Close — Range —