VANGUARD WORLD FD

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

Charter Oak Capital Management, LLC's Holding History (CIK: 0001810720)

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

Q4 2025
Shares 52,977 Value ($000) $6,408 Avg Close — Range —
Q3 2025
Shares 55,257 Value ($000) $6,545 Avg Close — Range —
Q2 2025
Shares 54,393 Value ($000) $5,964 Avg Close — Range —
Q1 2025
Shares 53,481 Value ($000) $5,238 Avg Close — Range —
Q4 2024
Shares 54,857 Value ($000) $5,754 Avg Close — Range —
Q3 2024
Shares 55,065 Value ($000) $5,597 Avg Close — Range —
Q2 2024
Shares 55,620 Value ($000) $5,374 Avg Close — Range —
Q1 2024
Shares 53,791 Value ($000) $5,013 Avg Close — Range —
Q4 2023
Shares 54,132 Value ($000) $4,605 Avg Close — Range —
Q3 2023
Shares 53,503 Value ($000) $4,024 Avg Close — Range —
Q2 2023
Shares 54,715 Value ($000) $4,287 Avg Close — Range —
Q1 2023
Shares 56,056 Value ($000) $4,020 Avg Close — Range —
Q4 2022
Shares 57,186 Value ($000) $3,766 Avg Close — Range —
Q3 2022
Shares 58,976 Value ($000) $3,710 Avg Close — Range —
Q2 2022
Shares 57,418 Value ($000) $3,813 Avg Close — Range —
Q1 2022
Shares 49,535 Value ($000) $4,016 Avg Close — Range —
Q4 2021
Shares 45,586 Value ($000) $4,007 Avg Close — Range —
Q3 2021
Shares 40,541 Value ($000) $3,246 Avg Close — Range —
Q2 2021
Shares 41,596 Value ($000) $3,327 Avg Close — Range —
Q1 2021
Shares 37,858 Value ($000) $2,792 Avg Close — Range —
Q4 2020
Shares 31,808 Value ($000) $2,232 Avg Close — Range —