VANGUARD WORLD FD

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

Joel Adams & Associates, Inc.'s Holding History (CIK: 0002020459)

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

Q4 2025
Shares 9,257 Value ($000) $1,120 Avg Close — Range —
Q3 2025
Shares 9,026 Value ($000) $1,069 Avg Close — Range —
Q2 2025
Shares 9,014 Value ($000) $988 Avg Close — Range —
Q1 2025
Shares 3,904 Value ($000) $382 Avg Close — Range —
Q4 2024
Shares 3,904 Value ($000) $409 Avg Close — Range —