VANGUARD WORLD FDS

Ticker: VFH CUSIP: 92204A405 Class: Com

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

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

Q4 2025
Shares 36,762 Value ($000) $4,907 Avg Close — Range —
Q3 2025
Shares 36,056 Value ($000) $4,732 Avg Close — Range —
Q2 2025
Shares 39,765 Value ($000) $5,062 Avg Close — Range —
Q1 2025
Shares 39,815 Value ($000) $4,757 Avg Close — Range —
Q4 2024
Shares 30,905 Value ($000) $3,649 Avg Close — Range —
Q3 2024
Shares 32,561 Value ($000) $3,579 Avg Close — Range —
Q2 2024
Shares 33,797 Value ($000) $3,376 Avg Close — Range —
Q1 2024
Shares 38,074 Value ($000) $3,898 Avg Close — Range —
Q4 2023
Shares 46,040 Value ($000) $4,248 Avg Close — Range —