VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Marshall Financial Group LLC's Holding History (CIK: 0001841496)

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

Q4 2025
Shares 21,436 Value ($000) $1,339 Avg Close — Range —
Q3 2025
Shares 21,293 Value ($000) $1,276 Avg Close — Range —
Q2 2025
Shares 21,774 Value ($000) $1,230 Avg Close — Range —
Q1 2025
Shares 23,184 Value ($000) $1,178 Avg Close — Range —
Q4 2024
Shares 23,665 Value ($000) $1,132 Avg Close — Range —
Q3 2024
Shares 23,115 Value ($000) $1,221 Avg Close — Range —
Q1 2022
Shares 5,045 Value ($000) $242 Avg Close — Range —
Q4 2021
Shares 5,415 Value ($000) $276 Avg Close — Range —