VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Peak Financial Management, Inc.'s Holding History (CIK: 0001669662)

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

Q4 2025
Shares 22,329 Value ($000) $1,395 Avg Close Range
Q3 2025
Shares 22,926 Value ($000) $1,374 Avg Close Range
Q2 2025
Shares 22,926 Value ($000) $1,307 Avg Close Range
Q1 2025
Shares 22,926 Value ($000) $1,165 Avg Close Range
Q4 2024
Shares 23,011 Value ($000) $1,100 Avg Close Range
Q3 2024
Shares 25,336 Value ($000) $1,338 Avg Close Range
Q2 2024
Shares 25,561 Value ($000) $1,263 Avg Close Range
Q1 2024
Shares 26,881 Value ($000) $1,349 Avg Close Range
Q4 2023
Shares 26,881 Value ($000) $1,288 Avg Close Range
Q3 2023
Shares 26,669 Value ($000) $1,166 Avg Close Range
Q2 2023
Shares 31,558 Value ($000) $1,457 Avg Close Range
Q1 2023
Shares 32,105 Value ($000) $1,450 Avg Close Range
Q4 2022
Shares 32,091 Value ($000) $1,347 Avg Close Range
Q3 2022
Shares 23,802 Value ($000) $865 Avg Close Range
Q2 2022
Shares 7,915 Value ($000) $323 Avg Close Range
Q1 2022
Shares 7,915 Value ($000) $380 Avg Close Range
Q4 2021
Shares 7,915 Value ($000) $404 Avg Close Range
Q3 2021
Shares 7,915 Value ($000) $400 Avg Close Range
Q2 2021
Shares 7,915 Value ($000) $408 Avg Close Range
Q1 2021
Shares 8,419 Value ($000) $413 Avg Close Range
Q4 2020
Shares 12,229 Value ($000) $577 Avg Close Range
Q3 2020
Shares 10,218 Value ($000) $418 Avg Close Range
Q1 2019
Shares 5,443 Value ($000) $222 Avg Close Range
Q4 2018
Shares 5,443 Value ($000) $202 Avg Close Range
Q3 2018
Shares 6,758 Value ($000) $292 Avg Close Range
Q2 2018
Shares 6,758 Value ($000) $290 Avg Close Range
Q1 2018
Shares 6,524 Value ($000) $289 Avg Close Range
Q4 2017
Shares 7,213 Value ($000) $324 Avg Close Range
Q3 2017
Shares 7,342 Value ($000) $319 Avg Close Range
Q2 2017
Shares 6,816 Value ($000) $282 Avg Close Range
Q1 2017
Shares 6,565 Value ($000) $258 Avg Close Range
Q2 2016
Shares 101,065 Value ($000) $3,574 Avg Close Range
Q4 2015
Shares 129,209 Value ($000) $4,745 Avg Close Range