VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Marks Group Wealth Management, Inc's Holding History (CIK: 0001802473)

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

Q4 2025
Shares 80,345 Value ($000) $5,019 Avg Close — Range —
Q3 2025
Shares 73,323 Value ($000) $4,394 Avg Close — Range —
Q2 2025
Shares 73,323 Value ($000) $4,180 Avg Close — Range —
Q1 2025
Shares 84,518 Value ($000) $4,296 Avg Close — Range —
Q4 2024
Shares 6,736 Value ($000) $322 Avg Close — Range —
Q3 2024
Shares 6,736 Value ($000) $356 Avg Close — Range —
Q2 2024
Shares 6,735 Value ($000) $333 Avg Close — Range —
Q1 2024
Shares 6,735 Value ($000) $338 Avg Close — Range —
Q4 2023
Shares 6,735 Value ($000) $323 Avg Close — Range —
Q3 2023
Shares 59,052 Value ($000) $2,582 Avg Close — Range —
Q2 2023
Shares 59,473 Value ($000) $2,746 Avg Close — Range —
Q1 2023
Shares 59,473 Value ($000) $2,686 Avg Close — Range —
Q4 2022
Shares 59,473 Value ($000) $2,496 Avg Close — Range —
Q3 2022
Shares 61,869 Value ($000) $2,250 Avg Close — Range —
Q2 2022
Shares 61,869 Value ($000) $2,524 Avg Close — Range —
Q1 2022
Shares 61,869 Value ($000) $2,972 Avg Close — Range —
Q4 2021
Shares 59,733 Value ($000) $3,049 Avg Close — Range —
Q3 2021
Shares 55,542 Value ($000) $2,804 Avg Close — Range —
Q2 2021
Shares 6,735 Value ($000) $347 Avg Close — Range —
Q1 2021
Shares 6,735 Value ($000) $331 Avg Close — Range —
Q4 2020
Shares 6,735 Value ($000) $318 Avg Close — Range —
Q3 2020
Shares 6,744 Value ($000) $276 Avg Close — Range —
Q2 2020
Shares 6,735 Value ($000) $261 Avg Close — Range —
Q1 2020
Shares 9,703 Value ($000) $323 Avg Close — Range —