VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

SteelPeak Wealth, LLC's Holding History (CIK: 0001801868)

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

Q4 2025
Shares 115,261 Value ($000) $7,200 Avg Close — Range —
Q3 2025
Shares 78,997 Value ($000) $4,733 Avg Close — Range —
Q2 2025
Shares 50,266 Value ($000) $2,866 Avg Close — Range —
Q1 2025
Shares 10,944 Value ($000) $556 Avg Close — Range —
Q4 2024
Shares 15,732 Value ($000) $752 Avg Close — Range —
Q3 2024
Shares 9,911 Value ($000) $523 Avg Close — Range —
Q4 2023
Shares 24,533 Value ($000) $1,175 Avg Close — Range —
Q1 2020
Shares 8,392 Value ($000) $280 Avg Close — Range —