Synergy Investment Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-237	Closed	-$16.9K	–	212
2025 Q1	$16.9K	Hold	237	–	–	0.01%	332
2024 Q4	$16.1K	Buy	+237	New	+$16.1K	0.01%	344