VANGUARD WORLD FD

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

Pine Harbor Wealth Management, LLC's Holding History (CIK: 0002016051)

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

Q4 2025
Shares 12,387 Value ($000) $1,498 Avg Close — Range —
Q3 2025
Shares 12,387 Value ($000) $1,467 Avg Close — Range —
Q2 2025
Shares 12,387 Value ($000) $1,358 Avg Close — Range —
Q1 2025
Shares 12,384 Value ($000) $1,213 Avg Close — Range —
Q4 2024
Shares 12,532 Value ($000) $1,314 Avg Close — Range —
Q3 2024
Shares 13,363 Value ($000) $1,358 Avg Close — Range —