VANGUARD WORLD FD

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

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 1,794 Value ($000) $217 Avg Close — Range —
Q3 2025
Shares 2,131 Value ($000) $252 Avg Close — Range —