VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 232,473 Value ($000) $15,511 Avg Close — Range —
Q3 2025
Shares 445 Value ($000) $36 Avg Close — Range —
Q2 2025
Shares 297,115 Value ($000) $16,906 Avg Close — Range —
Q1 2025
Shares 1,128,827 Value ($000) $58,304 Avg Close — Range —
Q4 2024
Shares 1,065,048 Value ($000) $53,178 Avg Close — Range —
Q3 2024
Shares 1,013,244 Value ($000) $51,382 Avg Close — Range —
Q2 2024
Shares 954,687 Value ($000) $45,443 Avg Close — Range —
Q1 2024
Shares 892,064 Value ($000) $44,211 Avg Close — Range —
Q4 2023
Shares 826,304 Value ($000) $39,580 Avg Close — Range —
Q3 2023
Shares 742,114 Value ($000) $32,445 Avg Close — Range —
Q2 2023
Shares 626,134 Value ($000) $28,915 Avg Close — Range —
Q4 2022
Shares 544,601 Value ($000) $24,453 Avg Close — Range —