VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

TFO Wealth Partners, LLC's Holding History (CIK: 0001698750)

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

Q4 2025
Shares 4,366,497 Value ($000) $272,775 Avg Close Range
Q3 2025
Shares 4,386,591 Value ($000) $262,845 Avg Close Range
Q2 2025
Shares 4,424,274 Value ($000) $252,228 Avg Close Range
Q1 2025
Shares 4,381,476 Value ($000) $222,710 Avg Close Range
Q3 2024
Shares 4,487,744 Value ($000) $236,998 Avg Close Range
Q2 2024
Shares 4,532,866 Value ($000) $224,014 Avg Close Range
Q1 2024
Shares 4,547,642 Value ($000) $228,155 Avg Close Range
Q4 2023
Shares 4,576,670 Value ($000) $219,223 Avg Close Range
Q3 2023
Shares 4,597,175 Value ($000) $212,298 Avg Close Range
Q2 2023
Shares 4,597,305 Value ($000) $212,304 Avg Close Range
Q1 2023
Shares 4,629,964 Value ($000) $209,135 Avg Close Range
Q4 2022
Shares 4,069 Value ($000) $292 Avg Close Range
Q3 2022
Shares 4,711,661 Value ($000) $171,316 Avg Close Range
Q2 2022
Shares 4,704,578 Value ($000) $191,947 Avg Close Range
Q1 2022
Shares 4,742,175 Value ($000) $227,767 Avg Close Range
Q4 2021
Shares 4,807,933 Value ($000) $243,330 Avg Close Range
Q3 2021
Shares 4,842,156 Value ($000) $244,480 Avg Close Range
Q2 2021
Shares 4,842,305 Value ($000) $251,170 Avg Close Range
Q1 2021
Shares 4,826,271 Value ($000) $237,018 Avg Close Range
Q4 2020
Shares 4,839,991 Value ($000) $228,496 Avg Close Range
Q3 2020
Shares 4,735,429 Value ($000) $193,679 Avg Close Range
Q2 2020
Shares 4,771,248 Value ($000) $185,077 Avg Close Range
Q1 2020
Shares 5,037,821 Value ($000) $167,960 Avg Close Range
Q4 2019
Shares 964,653 Value ($000) $42,502 Avg Close Range