WORLD GOLD TR

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

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 44,138 Value ($000) $3,374 Avg Close — Range —
Q2 2025
Shares 23,361 Value ($000) $1,531 Avg Close — Range —
Q1 2025
Shares 30,820 Value ($000) $1,907 Avg Close — Range —
Q4 2024
Shares 15,421 Value ($000) $802 Avg Close — Range —