VANGUARD WORLD FDS

Ticker: VGT CUSIP: 92204A702 Class: ETF

ELEVATE WEALTH ADVISORY, INC's Holding History (CIK: 0002011651)

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

Q4 2025
Shares 142 Value ($000) $107 Avg Close — Range —
Q3 2025
Shares 408 Value ($000) $305 Avg Close — Range —
Q2 2025
Shares 406 Value ($000) $270 Avg Close — Range —
Q1 2025
Shares 257 Value ($000) $140 Avg Close — Range —
Q4 2024
Shares 36 Value ($000) $23 Avg Close — Range —
Q3 2024
Shares 36 Value ($000) $21 Avg Close — Range —
Q2 2024
Shares 36 Value ($000) $21 Avg Close — Range —
Q1 2024
Shares 36 Value ($000) $19 Avg Close — Range —
Q4 2023
Shares 36 Value ($000) $18 Avg Close — Range —