VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Tolleson Wealth Management, Inc.'s Holding History (CIK: 0001772937)

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

Q4 2025
Shares 28,361 Value ($000) $1,772 Avg Close — Range —
Q3 2025
Shares 28,361 Value ($000) $1,699 Avg Close — Range —
Q2 2025
Shares 28,361 Value ($000) $1,617 Avg Close — Range —
Q1 2025
Shares 44,361 Value ($000) $2,255 Avg Close — Range —
Q4 2024
Shares 44,361 Value ($000) $2 Avg Close — Range —
Q1 2021
Shares 4,502 Value ($000) $221 Avg Close — Range —
Q4 2020
Shares 4,686 Value ($000) $221 Avg Close — Range —