VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 30,798 Value ($000) $1,924 Avg Close Range
Q3 2025
Shares 30,798 Value ($000) $1,845 Avg Close Range
Q2 2025
Shares 31,625 Value ($000) $1,803 Avg Close Range
Q1 2025
Shares 31,596 Value ($000) $1,606 Avg Close Range
Q4 2024
Shares 31,596 Value ($000) $1,511 Avg Close Range
Q3 2024
Shares 23,211 Value ($000) $1,226 Avg Close Range
Q2 2024
Shares 20,558 Value ($000) $1,016 Avg Close Range
Q1 2024
Shares 20,558 Value ($000) $1,031 Avg Close Range
Q4 2023
Shares 20,558 Value ($000) $985 Avg Close Range
Q3 2022
Shares 8,505 Value ($000) $309 Avg Close Range
Q2 2022
Shares 5,479 Value ($000) $224 Avg Close Range
Q1 2022
Shares 5,610 Value ($000) $269 Avg Close Range
Q4 2021
Shares 13,326 Value ($000) $680 Avg Close Range
Q3 2021
Shares 13,584 Value ($000) $686 Avg Close Range
Q2 2021
Shares 13,545 Value ($000) $698 Avg Close Range
Q1 2021
Shares 12,604 Value ($000) $619 Avg Close Range
Q4 2020
Shares 13,089 Value ($000) $618 Avg Close Range
Q3 2020
Shares 13,816 Value ($000) $565 Avg Close Range
Q2 2020
Shares 15,494 Value ($000) $601 Avg Close Range
Q1 2020
Shares 51,173 Value ($000) $1,706 Avg Close Range
Q4 2019
Shares 177,940 Value ($000) $7,840 Avg Close Range
Q3 2019
Shares 200,963 Value ($000) $8,256 Avg Close Range
Q2 2019
Shares 239,137 Value ($000) $9,974 Avg Close Range
Q1 2019
Shares 280,165 Value ($000) $11,450 Avg Close Range
Q4 2018
Shares 362,885 Value ($000) $13,463 Avg Close Range
Q3 2018
Shares 566,755 Value ($000) $24,523 Avg Close Range
Q2 2018
Shares 473,828 Value ($000) $20,327 Avg Close Range
Q1 2018
Shares 462,082 Value ($000) $20,447 Avg Close Range
Q4 2017
Shares 428,132 Value ($000) $19,206 Avg Close Range