VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

First Western Trust Bank's Holding History (CIK: 0001513189)

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

Q4 2025
Shares 674,831 Value ($000) $42,157 Avg Close Range
Q3 2025
Shares 742,816 Value ($000) $44,510 Avg Close Range
Q2 2025
Shares 631,370 Value ($000) $35,994 Avg Close Range
Q1 2025
Shares 649,561 Value ($000) $33,017 Avg Close Range
Q4 2024
Shares 690,609 Value ($000) $33,025 Avg Close Range
Q3 2024
Shares 726,358 Value ($000) $38,359 Avg Close Range
Q2 2024
Shares 726,399 Value ($000) $35,899 Avg Close Range
Q1 2024
Shares 745,048 Value ($000) $37,379 Avg Close Range
Q4 2023
Shares 752,495 Value ($000) $36,045 Avg Close Range
Q3 2023
Shares 650,065 Value ($000) $28,421 Avg Close Range
Q2 2023
Shares 652,722 Value ($000) $30,143 Avg Close Range
Q1 2023
Shares 666,878 Value ($000) $30,123 Avg Close Range
Q4 2022
Shares 650,008 Value ($000) $27,281 Avg Close Range
Q3 2022
Shares 706,128 Value ($000) $25,675 Avg Close Range
Q2 2022
Shares 759,078 Value ($000) $31,145 Avg Close Range
Q1 2022
Shares 806,757 Value ($000) $39,353 Avg Close Range