VANGUARD WORLD FD

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

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q4 2025
Shares 1,562 Value ($000) $189 Avg Close — Range —
Q3 2025
Shares 1,562 Value ($000) $185 Avg Close — Range —
Q2 2025
Shares 2,341 Value ($000) $257 Avg Close — Range —
Q1 2025
Shares 2,341 Value ($000) $229 Avg Close — Range —
Q4 2024
Shares 2,341 Value ($000) $246 Avg Close — Range —
Q3 2024
Shares 2,664 Value ($000) $271 Avg Close — Range —
Q2 2024
Shares 2,356 Value ($000) $228 Avg Close — Range —
Q1 2024
Shares 2,356 Value ($000) $220 Avg Close — Range —
Q4 2023
Shares 2,356 Value ($000) $200 Avg Close — Range —
Q3 2023
Shares 816 Value ($000) $61 Avg Close — Range —