VANGUARD WORLD FD

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

Level Financial Advisors, Inc.'s Holding History (CIK: 0001871734)

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

Q4 2025
Shares 4,225 Value ($000) $511 Avg Close — Range —
Q3 2025
Shares 4,225 Value ($000) $500 Avg Close — Range —
Q2 2025
Shares 4,225 Value ($000) $463 Avg Close — Range —
Q1 2025
Shares 4,223 Value ($000) $414 Avg Close — Range —
Q4 2024
Shares 4,223 Value ($000) $443 Avg Close — Range —
Q3 2024
Shares 4,586 Value ($000) $466 Avg Close — Range —
Q2 2024
Shares 4,586 Value ($000) $443 Avg Close — Range —
Q1 2024
Shares 4,586 Value ($000) $427 Avg Close — Range —
Q4 2023
Shares 5,137 Value ($000) $437 Avg Close — Range —
Q3 2023
Shares 5,137 Value ($000) $386 Avg Close — Range —
Q2 2023
Shares 5,193 Value ($000) $407 Avg Close — Range —
Q1 2023
Shares 5,193 Value ($000) $372 Avg Close — Range —
Q4 2022
Shares 5,192 Value ($000) $342 Avg Close — Range —
Q3 2022
Shares 5,361 Value ($000) $337 Avg Close — Range —
Q2 2022
Shares 5,376 Value ($000) $357 Avg Close — Range —
Q1 2022
Shares 4,957 Value ($000) $402 Avg Close — Range —