VANGUARD WORLD FDS

Ticker: VGT CUSIP: 92204A702 Class: ETF

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 938 Value ($000) $707 Avg Close — Range —
Q3 2025
Shares 472 Value ($000) $353 Avg Close — Range —