VANGUARD WORLD FDS

Ticker: VPU CUSIP: 92204A876 Class: UTILITIES ETF

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

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

Q4 2025
Shares 2,398 Value ($000) $444 Avg Close — Range —
Q3 2025
Shares 2,131 Value ($000) $404 Avg Close — Range —
Q2 2025
Shares 2,131 Value ($000) $376 Avg Close — Range —
Q1 2025
Shares 2,177 Value ($000) $372 Avg Close — Range —
Q4 2024
Shares 2,136 Value ($000) $349 Avg Close — Range —
Q3 2024
Shares 2,133 Value ($000) $374 Avg Close — Range —
Q2 2024
Shares 2,256 Value ($000) $337 Avg Close — Range —
Q1 2024
Shares 2,449 Value ($000) $349 Avg Close — Range —
Q4 2023
Shares 2,547 Value ($000) $349 Avg Close — Range —