VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 4,467 Value ($000) $279 Avg Close Range
Q3 2025
Shares 4,409 Value ($000) $264 Avg Close Range
Q2 2025
Shares 4,396 Value ($000) $0 Avg Close Range
Q1 2025
Shares 4,321 Value ($000) $0 Avg Close Range
Q4 2024
Shares 4,283 Value ($000) $204 Avg Close Range
Q3 2024
Shares 4,232 Value ($000) $0 Avg Close Range
Q2 2024
Shares 4,203 Value ($000) $208 Avg Close Range
Q1 2024
Shares 4,171 Value ($000) $209 Avg Close Range
Q2 2023
Shares 4,556 Value ($000) $210 Avg Close Range
Q1 2023
Shares 4,556 Value ($000) $206 Avg Close Range
Q4 2020
Shares 10,115 Value ($000) $477 Avg Close Range
Q3 2020
Shares 10,087 Value ($000) $412 Avg Close Range
Q2 2020
Shares 11,260 Value ($000) $436 Avg Close Range
Q1 2020
Shares 12,069 Value ($000) $402 Avg Close Range
Q4 2019
Shares 15,094 Value ($000) $665 Avg Close Range
Q3 2019
Shares 15,214 Value ($000) $624 Avg Close Range
Q2 2019
Shares 15,672 Value ($000) $654 Avg Close Range
Q1 2019
Shares 15,971 Value ($000) $653 Avg Close Range
Q4 2018
Shares 15,971 Value ($000) $593 Avg Close Range