VANGUARD WORLD FD

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

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

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

Q4 2025
Shares 2,010 Value ($000) $243 Avg Close — Range —
Q2 2025
Shares 2,100 Value ($000) $230 Avg Close — Range —
Q1 2025
Shares 2,086 Value ($000) $204 Avg Close — Range —
Q4 2024
Shares 2,232 Value ($000) $234 Avg Close — Range —
Q3 2024
Shares 2,230 Value ($000) $227 Avg Close — Range —