VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Planned Solutions, Inc.'s Holding History (CIK: 0001831332)

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

Q4 2025
Shares 11,329 Value ($000) $708 Avg Close — Range —
Q3 2025
Shares 11,487 Value ($000) $688 Avg Close — Range —
Q2 2025
Shares 12,252 Value ($000) $698 Avg Close — Range —
Q1 2025
Shares 17,153 Value ($000) $872 Avg Close — Range —
Q4 2024
Shares 17,173 Value ($000) $821 Avg Close — Range —
Q3 2024
Shares 202,381 Value ($000) $10,688 Avg Close — Range —
Q2 2024
Shares 197,997 Value ($000) $9,785 Avg Close — Range —
Q1 2024
Shares 194,040 Value ($000) $9,735 Avg Close — Range —
Q4 2023
Shares 190,352 Value ($000) $9,118 Avg Close — Range —
Q3 2023
Shares 191,655 Value ($000) $8,379 Avg Close — Range —
Q2 2023
Shares 182,760 Value ($000) $8,440 Avg Close — Range —
Q1 2023
Shares 170,747 Value ($000) $7,713 Avg Close — Range —
Q3 2020
Shares 2,414 Value ($000) $99 Avg Close — Range —