VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025
Shares 926,457 Value ($000) $57,876 Avg Close Range
Q3 2025
Shares 930,638 Value ($000) $55,764 Avg Close Range
Q2 2025
Shares 913,767 Value ($000) $52,094 Avg Close Range
Q1 2025
Shares 1,087,885 Value ($000) $55,297 Avg Close Range
Q4 2024
Shares 626,694 Value ($000) $29,969 Avg Close Range
Q3 2024
Shares 129,233 Value ($000) $6,825 Avg Close Range
Q2 2024
Shares 123,933 Value ($000) $6,125 Avg Close Range
Q1 2024
Shares 80,494 Value ($000) $4,038 Avg Close Range
Q4 2023
Shares 129,846 Value ($000) $6,220 Avg Close Range
Q3 2023
Shares 42,585 Value ($000) $1,862 Avg Close Range
Q2 2023
Shares 41,812 Value ($000) $1,931 Avg Close Range
Q1 2023
Shares 102,113 Value ($000) $4,612 Avg Close Range
Q4 2022
Shares 96,021 Value ($000) $4,030 Avg Close Range
Q3 2022
Shares 22,814 Value ($000) $830 Avg Close Range
Q2 2022
Shares 52,729 Value ($000) $2,151 Avg Close Range
Q1 2022
Shares 41,983 Value ($000) $2,016 Avg Close Range
Q4 2021
Shares 30,659 Value ($000) $1,565 Avg Close Range
Q3 2021
Shares 12,815 Value ($000) $647 Avg Close Range
Q2 2021
Shares 22,813 Value ($000) $1,175 Avg Close Range
Q1 2021
Shares 21,240 Value ($000) $1,043 Avg Close Range
Q4 2020
Shares 24,684 Value ($000) $1,165 Avg Close Range
Q3 2020
Shares 27,473 Value ($000) $1,124 Avg Close Range
Q2 2020
Shares 24,136 Value ($000) $936 Avg Close Range
Q1 2020
Shares 21,949 Value ($000) $732 Avg Close Range
Q4 2019
Shares 21,526 Value ($000) $948 Avg Close Range
Q3 2019
Shares 21,000 Value ($000) $863 Avg Close Range
Q2 2019
Shares 19,081 Value ($000) $796 Avg Close Range
Q1 2019
Shares 11,071 Value ($000) $452 Avg Close Range
Q3 2018
Shares 5,882 Value ($000) $255 Avg Close Range
Q2 2018
Shares 7,481 Value ($000) $321 Avg Close Range
Q1 2018
Shares 7,057 Value ($000) $312 Avg Close Range
Q4 2017
Shares 4,781 Value ($000) $214 Avg Close Range
Q4 2015
Shares 10,986 Value ($000) $403 Avg Close Range
Q3 2015
Shares 16,349 Value ($000) $583 Avg Close Range
Q2 2015
Shares 19,617 Value ($000) $778 Avg Close Range
Q1 2015
Shares 18,414 Value ($000) $733 Avg Close Range