WORLD GOLD TR

Ticker: GLDM CUSIP: 98149E303 Class: Exchange Traded Fund

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

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

Q4 2025
Shares 8,920 Value ($000) $762 Avg Close — Range —
Q3 2025
Shares 8,711 Value ($000) $666 Avg Close — Range —