VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

BEAM WEALTH ADVISORS, INC.'s Holding History (CIK: 0001803426)

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

Q3 2025
Shares 11,308 Value ($000) $678 Avg Close Range
Q2 2025
Shares 12,511 Value ($000) $713 Avg Close Range
Q1 2025
Shares 12,054 Value ($000) $613 Avg Close Range
Q4 2024
Shares 10,709 Value ($000) $512 Avg Close Range
Q3 2024
Shares 12,752 Value ($000) $673 Avg Close Range
Q2 2024
Shares 11,898 Value ($000) $588 Avg Close Range
Q1 2024
Shares 7,686 Value ($000) $386 Avg Close Range
Q4 2023
Shares 7,669 Value ($000) $367 Avg Close Range
Q3 2023
Shares 7,632 Value ($000) $334 Avg Close Range
Q2 2023
Shares 6,966 Value ($000) $322 Avg Close Range
Q1 2023
Shares 6,940 Value ($000) $313 Avg Close Range
Q4 2022
Shares 7,004 Value ($000) $294 Avg Close Range
Q3 2022
Shares 7,715 Value ($000) $281 Avg Close Range
Q2 2022
Shares 5,957 Value ($000) $243 Avg Close Range
Q3 2021
Shares 4,830 Value ($000) $244 Avg Close Range
Q2 2021
Shares 5,762 Value ($000) $297 Avg Close Range
Q1 2021
Shares 5,868 Value ($000) $288 Avg Close Range
Q4 2020
Shares 5,809 Value ($000) $274 Avg Close Range
Q3 2020
Shares 5,611 Value ($000) $229 Avg Close Range