VANGUARD WORLD FD

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

Balanced Rock Investment Advisors LLC's Holding History (CIK: 0002011851)

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

Q4 2025
Shares 11,149 Value ($000) $1,349 Avg Close — Range —
Q3 2025
Shares 11,288 Value ($000) $1,337 Avg Close — Range —
Q2 2025
Shares 11,544 Value ($000) $1,266 Avg Close — Range —
Q1 2025
Shares 11,547 Value ($000) $1,131 Avg Close — Range —
Q4 2024
Shares 12,118 Value ($000) $1,271 Avg Close — Range —
Q3 2024
Shares 12,849 Value ($000) $1,306 Avg Close — Range —
Q2 2024
Shares 14,050 Value ($000) $1,358 Avg Close — Range —
Q1 2024
Shares 14,223 Value ($000) $1,325 Avg Close — Range —
Q4 2023
Shares 12,691 Value ($000) $1,080 Avg Close — Range —