VANGUARD WORLD FD

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

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

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

Q4 2025
Shares 7,870 Value ($000) $952 Avg Close Range
Q3 2025
Shares 7,866 Value ($000) $932 Avg Close Range
Q2 2025
Shares 8,157 Value ($000) $894 Avg Close Range
Q1 2025
Shares 9,299 Value ($000) $911 Avg Close Range
Q4 2024
Shares 9,256 Value ($000) $971 Avg Close Range
Q3 2024
Shares 9,322 Value ($000) $948 Avg Close Range
Q2 2024
Shares 9,324 Value ($000) $901 Avg Close Range
Q1 2024
Shares 9,474 Value ($000) $883 Avg Close Range
Q4 2023
Shares 9,889 Value ($000) $841 Avg Close Range
Q3 2023
Shares 9,844 Value ($000) $740 Avg Close Range
Q2 2023
Shares 10,906 Value ($000) $854 Avg Close Range