VANGUARD WORLD FD

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

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 12,578 Value ($000) $1,521 Avg Close — Range —
Q3 2025
Shares 13,592 Value ($000) $1,610 Avg Close — Range —
Q2 2025
Shares 10,797 Value ($000) $1,184 Avg Close — Range —
Q1 2025
Shares 10,366 Value ($000) $1,015 Avg Close — Range —
Q4 2024
Shares 6,681 Value ($000) $701 Avg Close — Range —
Q3 2024
Shares 3,585 Value ($000) $364 Avg Close — Range —
Q2 2024
Shares 3,332 Value ($000) $322 Avg Close — Range —