VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

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

Q4 2025
Shares 63,699 Value ($000) $3,979 Avg Close — Range —
Q3 2025
Shares 66,216 Value ($000) $3,968 Avg Close — Range —
Q2 2025
Shares 65,928 Value ($000) $3,759 Avg Close — Range —
Q1 2025
Shares 81,153 Value ($000) $4,125 Avg Close — Range —
Q4 2024
Shares 85,172 Value ($000) $4,073 Avg Close — Range —
Q3 2024
Shares 91,219 Value ($000) $4,817 Avg Close — Range —
Q2 2024
Shares 87,626 Value ($000) $4,330 Avg Close — Range —
Q1 2024
Shares 90,918 Value ($000) $4,561 Avg Close — Range —
Q4 2023
Shares 89,897 Value ($000) $4,306 Avg Close — Range —
Q3 2023
Shares 89,237 Value ($000) $3,901 Avg Close — Range —
Q2 2023
Shares 85,922 Value ($000) $3,968 Avg Close — Range —
Q1 2023
Shares 66,196 Value ($000) $2,990 Avg Close — Range —
Q4 2022
Shares 57,199 Value ($000) $2,401 Avg Close — Range —
Q3 2022
Shares 113,077 Value ($000) $4,111 Avg Close — Range —
Q2 2022
Shares 8,416 Value ($000) $343 Avg Close — Range —