VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Stonebridge Financial Planning Group, LLC's Holding History (CIK: 0001802494)

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

Q4 2025
Shares 81,967 Value ($000) $5,120 Avg Close Range
Q3 2025
Shares 71,192 Value ($000) $4,266 Avg Close Range
Q2 2025
Shares 66,474 Value ($000) $3,790 Avg Close Range
Q1 2025
Shares 64,399 Value ($000) $3,273 Avg Close Range
Q4 2024
Shares 59,115 Value ($000) $2,827 Avg Close Range
Q3 2024
Shares 49,323 Value ($000) $2,605 Avg Close Range
Q2 2024
Shares 45,841 Value ($000) $2,265 Avg Close Range
Q1 2024
Shares 45,355 Value ($000) $2,275 Avg Close Range
Q4 2023
Shares 45,730 Value ($000) $2,190 Avg Close Range
Q3 2023
Shares 32,746 Value ($000) $1,432 Avg Close Range
Q2 2023
Shares 31,880 Value ($000) $1,472 Avg Close Range