VANGUARD WORLD FD

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

BEACON FINANCIAL PLANNING, INC's Holding History (CIK: 0001966066)

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

Q4 2025
Shares 12,219 Value ($000) $1,478 Avg Close — Range —
Q3 2025
Shares 12,189 Value ($000) $1,444 Avg Close — Range —
Q2 2025
Shares 12,161 Value ($000) $1,333 Avg Close — Range —
Q1 2025
Shares 12,131 Value ($000) $1,188 Avg Close — Range —
Q4 2024
Shares 12,099 Value ($000) $1,269 Avg Close — Range —
Q3 2024
Shares 12,067 Value ($000) $1,227 Avg Close — Range —
Q2 2024
Shares 12,033 Value ($000) $1,163 Avg Close — Range —
Q1 2024
Shares 11,996 Value ($000) $1,118 Avg Close — Range —
Q4 2023
Shares 11,967 Value ($000) $1,018 Avg Close — Range —
Q3 2023
Shares 11,921 Value ($000) $897 Avg Close — Range —
Q2 2023
Shares 11,880 Value ($000) $931 Avg Close — Range —
Q1 2023
Shares 13,044 Value ($000) $935 Avg Close — Range —
Q4 2022
Shares 13,007 Value ($000) $857 Avg Close — Range —