VANGUARD WORLD FDS

Ticker: VDE CUSIP: 92204A306 Class: Com

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

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

Q4 2025
Shares 24,692 Value ($000) $3,109 Avg Close — Range —
Q3 2025
Shares 24,842 Value ($000) $3,127 Avg Close — Range —
Q2 2025
Shares 22,974 Value ($000) $2,737 Avg Close — Range —
Q1 2025
Shares 22,333 Value ($000) $2,897 Avg Close — Range —
Q4 2024
Shares 23,360 Value ($000) $2,834 Avg Close — Range —
Q3 2024
Shares 22,879 Value ($000) $2,802 Avg Close — Range —
Q2 2024
Shares 16,281 Value ($000) $2,077 Avg Close — Range —
Q1 2024
Shares 18,541 Value ($000) $2,442 Avg Close — Range —
Q4 2023
Shares 22,318 Value ($000) $2,617 Avg Close — Range —