VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Blue Zone Wealth Advisors, LLC's Holding History (CIK: 0001803106)

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

Q4 2025
Shares 17,707 Value ($000) $1,106 Avg Close Range
Q3 2025
Shares 17,868 Value ($000) $1,071 Avg Close Range
Q2 2025
Shares 8,107 Value ($000) $462 Avg Close Range
Q1 2025
Shares 7,459 Value ($000) $379 Avg Close Range
Q4 2024
Shares 8,141 Value ($000) $389 Avg Close Range
Q3 2024
Shares 8,011 Value ($000) $423 Avg Close Range
Q2 2024
Shares 4,782 Value ($000) $236 Avg Close Range
Q1 2024
Shares 4,762 Value ($000) $239 Avg Close Range
Q4 2023
Shares 4,678 Value ($000) $224 Avg Close Range
Q3 2023
Shares 4,581 Value ($000) $200 Avg Close Range
Q2 2023
Shares 4,358 Value ($000) $201 Avg Close Range
Q1 2023
Shares 9,928 Value ($000) $448 Avg Close Range
Q4 2022
Shares 9,756 Value ($000) $409 Avg Close Range
Q3 2022
Shares 9,614 Value ($000) $350 Avg Close Range
Q2 2022
Shares 9,271 Value ($000) $378 Avg Close Range
Q1 2022
Shares 8,785 Value ($000) $422 Avg Close Range
Q4 2021
Shares 8,708 Value ($000) $445 Avg Close Range
Q3 2021
Shares 8,657 Value ($000) $437 Avg Close Range
Q2 2021
Shares 8,509 Value ($000) $438 Avg Close Range
Q1 2021
Shares 8,212 Value ($000) $403 Avg Close Range
Q4 2020
Shares 8,547 Value ($000) $404 Avg Close Range
Q3 2020
Shares 7,876 Value ($000) $322 Avg Close Range
Q4 2019
Shares 290,357 Value ($000) $12,793 Avg Close Range