VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 23,269 Value ($000) $1,454 Avg Close — Range —
Q3 2025
Shares 22,525 Value ($000) $1,350 Avg Close — Range —
Q2 2025
Shares 21,457 Value ($000) $1,223 Avg Close — Range —
Q1 2025
Shares 18,537 Value ($000) $942 Avg Close — Range —
Q4 2024
Shares 16,722 Value ($000) $800 Avg Close — Range —
Q3 2024
Shares 16,309 Value ($000) $861 Avg Close — Range —
Q2 2024
Shares 16,406 Value ($000) $811 Avg Close — Range —
Q1 2024
Shares 16,911 Value ($000) $848 Avg Close — Range —
Q4 2023
Shares 16,614 Value ($000) $796 Avg Close — Range —
Q3 2023
Shares 16,068 Value ($000) $703 Avg Close — Range —
Q2 2023
Shares 14,831 Value ($000) $685 Avg Close — Range —
Q1 2023
Shares 12,745 Value ($000) $576 Avg Close — Range —
Q4 2022
Shares 11,313 Value ($000) $475 Avg Close — Range —
Q3 2022
Shares 12,790 Value ($000) $465 Avg Close — Range —
Q2 2022
Shares 275,575 Value ($000) $11,243 Avg Close — Range —
Q1 2022
Shares 281,428 Value ($000) $13,517 Avg Close — Range —
Q4 2021
Shares 314,024 Value ($000) $16,034 Avg Close — Range —
Q3 2021
Shares 297,991 Value ($000) $15,046 Avg Close — Range —
Q2 2021
Shares 303,211 Value ($000) $15,621 Avg Close — Range —
Q1 2021
Shares 230,158 Value ($000) $11,303 Avg Close — Range —