VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

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

Q4 2025
Shares 4,548 Value ($000) $284 Avg Close — Range —
Q3 2025
Shares 4,764 Value ($000) $285 Avg Close — Range —
Q2 2025
Shares 4,744 Value ($000) $270 Avg Close — Range —
Q1 2022
Shares 4,683 Value ($000) $225 Avg Close — Range —
Q4 2021
Shares 4,675 Value ($000) $239 Avg Close — Range —
Q3 2021
Shares 4,719 Value ($000) $238 Avg Close — Range —
Q2 2021
Shares 4,703 Value ($000) $242 Avg Close — Range —
Q1 2021
Shares 4,669 Value ($000) $229 Avg Close — Range —
Q4 2020
Shares 4,783 Value ($000) $226 Avg Close — Range —
Q4 2019
Shares 5,411 Value ($000) $238 Avg Close — Range —