VANGUARD WORLD FDS

Ticker: VGT CUSIP: 92204A702 Class: ETF

Curated Wealth Partners LLC's Holding History (CIK: 0001781284)

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

Q4 2025
Shares 4,293 Value ($000) $3,236 Avg Close — Range —
Q3 2025
Shares 4,293 Value ($000) $3,205 Avg Close — Range —
Q2 2025
Shares 4,293 Value ($000) $2,847 Avg Close — Range —
Q1 2025
Shares 4,316 Value ($000) $2,341 Avg Close — Range —
Q4 2024
Shares 4,425 Value ($000) $2,751 Avg Close — Range —
Q3 2024
Shares 4,430 Value ($000) $2,598 Avg Close — Range —
Q2 2024
Shares 4,506 Value ($000) $2,598 Avg Close — Range —
Q4 2023
Shares 4,280 Value ($000) $2,072 Avg Close — Range —
Q3 2023
Shares 4,380 Value ($000) $1,817 Avg Close — Range —
Q2 2023
Shares 4,380 Value ($000) $1,937 Avg Close — Range —
Q1 2023
Shares 4,380 Value ($000) $1,688 Avg Close — Range —
Q4 2022
Shares 4,380 Value ($000) $1,399 Avg Close — Range —
Q3 2022
Shares 4,380 Value ($000) $1,346 Avg Close — Range —
Q2 2022
Shares 4,380 Value ($000) $1,431 Avg Close — Range —
Q1 2022
Shares 4,120 Value ($000) $1,888 Avg Close — Range —
Q4 2021
Shares 4,120 Value ($000) $1,888 Avg Close — Range —
Q3 2021
Shares 4,120 Value ($000) $1,653 Avg Close — Range —
Q2 2021
Shares 4,120 Value ($000) $1,643 Avg Close — Range —
Q1 2021
Shares 4,120 Value ($000) $1,477 Avg Close — Range —
Q4 2020
Shares 4,120 Value ($000) $1,458 Avg Close — Range —