VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025
Shares 25,198 Value ($000) $1,574 Avg Close — Range —
Q3 2025
Shares 25,168 Value ($000) $1,508 Avg Close — Range —
Q2 2025
Shares 25,047 Value ($000) $1,428 Avg Close — Range —
Q1 2025
Shares 24,548 Value ($000) $1,248 Avg Close — Range —
Q4 2024
Shares 24,546 Value ($000) $1,174 Avg Close — Range —
Q3 2020
Shares 2,240 Value ($000) $92 Avg Close — Range —