VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q4 2025
Shares 5,047 Value ($000) $315 Avg Close — Range —
Q3 2025
Shares 8,896 Value ($000) $533 Avg Close — Range —
Q2 2025
Shares 8,988 Value ($000) $512 Avg Close — Range —
Q1 2025
Shares 7,614 Value ($000) $387 Avg Close — Range —
Q4 2024
Shares 7,694 Value ($000) $368 Avg Close — Range —
Q3 2024
Shares 8,114 Value ($000) $428 Avg Close — Range —
Q2 2024
Shares 8,234 Value ($000) $423 Avg Close — Range —
Q1 2024
Shares 8,535 Value ($000) $428 Avg Close — Range —
Q4 2023
Shares 8,355 Value ($000) $400 Avg Close — Range —
Q3 2023
Shares 7,841 Value ($000) $343 Avg Close — Range —
Q2 2023
Shares 7,890 Value ($000) $364 Avg Close — Range —
Q1 2023
Shares 12,483 Value ($000) $564 Avg Close — Range —
Q4 2022
Shares 14,033 Value ($000) $589 Avg Close — Range —
Q3 2022
Shares 15,096 Value ($000) $549 Avg Close — Range —
Q2 2022
Shares 21,735 Value ($000) $887 Avg Close — Range —
Q1 2022
Shares 22,614 Value ($000) $1,086 Avg Close — Range —