VANGUARD WORLD FD

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

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025
Shares 3,513 Value ($000) $425 Avg Close — Range —
Q3 2025
Shares 3,623 Value ($000) $429 Avg Close — Range —
Q2 2025
Shares 3,640 Value ($000) $399 Avg Close — Range —
Q1 2025
Shares 3,707 Value ($000) $363 Avg Close — Range —
Q4 2024
Shares 253,990 Value ($000) $26,619 Avg Close — Range —
Q3 2024
Shares 4,039 Value ($000) $411 Avg Close — Range —
Q2 2024
Shares 4,171 Value ($000) $403 Avg Close — Range —