VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Independent Family Office, LLC's Holding History (CIK: 0001756485)

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

Q4 2025
Shares 106,190 Value ($000) $6,634 Avg Close Range
Q3 2025
Shares 105,380 Value ($000) $6,314 Avg Close Range
Q2 2025
Shares 88,826 Value ($000) $5,064 Avg Close Range
Q1 2025
Shares 72,333 Value ($000) $3,677 Avg Close Range
Q4 2024
Shares 71,283 Value ($000) $3,409 Avg Close Range
Q3 2024
Shares 71,463 Value ($000) $3,761 Avg Close Range
Q2 2024
Shares 67,686 Value ($000) $3,346 Avg Close Range
Q1 2024
Shares 54,972 Value ($000) $2,758 Avg Close Range
Q4 2023
Shares 46,998 Value ($000) $2,251 Avg Close Range
Q3 2023
Shares 47,158 Value ($000) $2,062 Avg Close Range
Q2 2023
Shares 42,888 Value ($000) $1,981 Avg Close Range
Q1 2023
Shares 42,888 Value ($000) $1,937 Avg Close Range
Q4 2022
Shares 35,088 Value ($000) $1,473 Avg Close Range
Q3 2022
Shares 35,088 Value ($000) $1,276 Avg Close Range
Q2 2022
Shares 31,477 Value ($000) $1,284 Avg Close Range
Q1 2022
Shares 13,978 Value ($000) $671 Avg Close Range