VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 45,243 Value ($000) $2,826 Avg Close Range
Q3 2025
Shares 46,402 Value ($000) $2,780 Avg Close Range
Q2 2025
Shares 50,138 Value ($000) $2,858 Avg Close Range
Q1 2025
Shares 50,647 Value ($000) $2,574 Avg Close Range
Q4 2024
Shares 51,330 Value ($000) $2,455 Avg Close Range
Q3 2024
Shares 55,198 Value ($000) $2,915 Avg Close Range
Q2 2024
Shares 57,980 Value ($000) $2,865 Avg Close Range
Q1 2024
Shares 59,818 Value ($000) $3,001 Avg Close Range
Q4 2023
Shares 32,164 Value ($000) $1,541 Avg Close Range
Q3 2023
Shares 30,487 Value ($000) $1,333 Avg Close Range
Q2 2023
Shares 45,401 Value ($000) $2,097 Avg Close Range
Q1 2023
Shares 43,725 Value ($000) $1,975 Avg Close Range
Q4 2022
Shares 43,655 Value ($000) $1,832 Avg Close Range
Q3 2022
Shares 20,074 Value ($000) $730 Avg Close Range
Q2 2022
Shares 6,395 Value ($000) $261 Avg Close Range
Q1 2022
Shares 6,785 Value ($000) $326 Avg Close Range
Q4 2021
Shares 3,966 Value ($000) $203 Avg Close Range
Q1 2021
Shares 4,347 Value ($000) $213 Avg Close Range
Q4 2020
Shares 6,460 Value ($000) $305 Avg Close Range
Q4 2019
Shares 5,561 Value ($000) $245 Avg Close Range
Q3 2019
Shares 6,151 Value ($000) $253 Avg Close Range
Q2 2019
Shares 5,575 Value ($000) $233 Avg Close Range
Q1 2019
Shares 6,571 Value ($000) $269 Avg Close Range
Q4 2018
Shares 7,527 Value ($000) $279 Avg Close Range
Q3 2018
Shares 9,714 Value ($000) $420 Avg Close Range
Q2 2018
Shares 9,738 Value ($000) $418 Avg Close Range
Q1 2018
Shares 30,510 Value ($000) $1,350 Avg Close Range
Q4 2017
Shares 30,510 Value ($000) $1,369 Avg Close Range
Q3 2017
Shares 35,200 Value ($000) $1,528 Avg Close Range
Q2 2017
Shares 14,428 Value ($000) $596 Avg Close Range
Q1 2017
Shares 13,510 Value ($000) $531 Avg Close Range
Q4 2016
Shares 7,534 Value ($000) $275 Avg Close Range