VANGUARD WORLD FD

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

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

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

Q4 2025
Shares 26,734 Value ($000) $3,234 Avg Close — Range —
Q3 2025
Shares 27,938 Value ($000) $3,309 Avg Close — Range —
Q2 2025
Shares 28,096 Value ($000) $3,080 Avg Close — Range —
Q1 2025
Shares 27,172 Value ($000) $2,661 Avg Close — Range —
Q4 2024
Shares 24,665 Value ($000) $2,587 Avg Close — Range —
Q3 2024
Shares 24,891 Value ($000) $2,530 Avg Close — Range —
Q2 2024
Shares 24,326 Value ($000) $2,350 Avg Close — Range —
Q1 2024
Shares 24,391 Value ($000) $2,273 Avg Close — Range —
Q4 2023
Shares 24,439 Value ($000) $2,079 Avg Close — Range —
Q3 2023
Shares 24,645 Value ($000) $1,854 Avg Close — Range —
Q2 2023
Shares 25,335 Value ($000) $1,985 Avg Close — Range —
Q1 2023
Shares 25,241 Value ($000) $1,810 Avg Close — Range —
Q4 2022
Shares 18,946 Value ($000) $1,248 Avg Close — Range —
Q3 2022
Shares 18,190 Value ($000) $1,247 Avg Close — Range —
Q2 2022
Shares 19,244 Value ($000) $1,278 Avg Close — Range —
Q1 2022
Shares 19,204 Value ($000) $1,557 Avg Close — Range —
Q4 2021
Shares 17,960 Value ($000) $1,579 Avg Close — Range —