VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q4 2025
Shares 2,788 Value ($000) $174 Avg Close — Range —
Q3 2025
Shares 2,703 Value ($000) $162 Avg Close — Range —
Q2 2025
Shares 2,703 Value ($000) $154 Avg Close — Range —
Q1 2025
Shares 2,757 Value ($000) $140 Avg Close — Range —
Q4 2024
Shares 2,876 Value ($000) $138 Avg Close — Range —
Q3 2024
Shares 2,926 Value ($000) $155 Avg Close — Range —
Q2 2024
Shares 3,761 Value ($000) $186 Avg Close — Range —
Q1 2024
Shares 3,864 Value ($000) $194 Avg Close — Range —
Q4 2023
Shares 4,033 Value ($000) $193 Avg Close — Range —
Q3 2023
Shares 5,947 Value ($000) $260 Avg Close — Range —
Q2 2023
Shares 5,919 Value ($000) $273 Avg Close — Range —
Q1 2023
Shares 4,809 Value ($000) $217 Avg Close — Range —
Q4 2022
Shares 3,695 Value ($000) $155 Avg Close — Range —
Q3 2022
Shares 3,705 Value ($000) $135 Avg Close — Range —
Q2 2022
Shares 4,994 Value ($000) $200 Avg Close — Range —
Q1 2022
Shares 5,110 Value ($000) $245 Avg Close — Range —
Q2 2021
Shares 1,201 Value ($000) $62 Avg Close — Range —