VANGUARD WORLD FD

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

Wingate Wealth Advisors, Inc.'s Holding History (CIK: 0002041800)

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

Q4 2025
Shares 14,515 Value ($000) $1,756 Avg Close — Range —
Q3 2025
Shares 14,480 Value ($000) $1,715 Avg Close — Range —
Q2 2025
Shares 14,446 Value ($000) $1,584 Avg Close — Range —
Q1 2025
Shares 14,411 Value ($000) $1,412 Avg Close — Range —
Q4 2024
Shares 14,373 Value ($000) $1,508 Avg Close — Range —