VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

HCR Wealth Advisors's Holding History (CIK: 0001697715)

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

Q4 2025
Shares 36,097 Value ($000) $2,255 Avg Close — Range —
Q3 2025
Shares 31,147 Value ($000) $1,884 Avg Close — Range —
Q2 2025
Shares 30,061 Value ($000) $1,714 Avg Close — Range —
Q1 2025
Shares 29,169 Value ($000) $1,483 Avg Close — Range —
Q4 2024
Shares 28,484 Value ($000) $1,362 Avg Close — Range —
Q3 2024
Shares 26,092 Value ($000) $1,378 Avg Close — Range —
Q2 2024
Shares 25,247 Value ($000) $1,248 Avg Close — Range —
Q1 2024
Shares 25,916 Value ($000) $1,300 Avg Close — Range —
Q4 2023
Shares 28,311 Value ($000) $1,356 Avg Close — Range —