VANGUARD WORLD FD

Ticker: MGK CUSIP: 921910816 Class: MEGA GRWTH IND

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

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

Q4 2025
Shares 91,914 Value ($000) $37,939 Avg Close — Range —
Q3 2025
Shares 65,584 Value ($000) $26,392 Avg Close — Range —
Q2 2025
Shares 69,251 Value ($000) $25,357 Avg Close — Range —
Q1 2025
Shares 64,466 Value ($000) $19,912 Avg Close — Range —
Q4 2024
Shares 42,187 Value ($000) $14,488 Avg Close — Range —
Q3 2024
Shares 35,964 Value ($000) $11,579 Avg Close — Range —
Q2 2024
Shares 34,815 Value ($000) $10,939 Avg Close — Range —
Q1 2024
Shares 32,955 Value ($000) $9,445 Avg Close — Range —
Q4 2023
Shares 31,332 Value ($000) $8,131 Avg Close — Range —