VANGUARD WORLD FDS

Ticker: VGT CUSIP: 92204A702 Class: ETF

Holistic Financial Partners's Holding History (CIK: 0001729304)

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

Q4 2025
Shares 890 Value ($000) $671 Avg Close — Range —
Q3 2025
Shares 903 Value ($000) $674 Avg Close — Range —
Q2 2025
Shares 903 Value ($000) $599 Avg Close — Range —
Q1 2025
Shares 810 Value ($000) $439 Avg Close — Range —