VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Phoenix Wealth Advisors's Holding History (CIK: 0001842362)

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

Q4 2025
Shares 210,446 Value ($000) $13,147 Avg Close — Range —
Q3 2025
Shares 208,355 Value ($000) $12,485 Avg Close — Range —
Q2 2025
Shares 186,068 Value ($000) $10,608 Avg Close — Range —
Q1 2025
Shares 153,518 Value ($000) $7,803 Avg Close — Range —
Q4 2024
Shares 102,134 Value ($000) $4,884 Avg Close — Range —
Q3 2024
Shares 96,002 Value ($000) $5,070 Avg Close — Range —
Q2 2024
Shares 88,502 Value ($000) $4,374 Avg Close — Range —
Q1 2024
Shares 81,154 Value ($000) $4,072 Avg Close — Range —
Q4 2023
Shares 67,030 Value ($000) $3,175 Avg Close — Range —
Q3 2023
Shares 54,753 Value ($000) $2,394 Avg Close — Range —
Q2 2023
Shares 51,336 Value ($000) $2,371 Avg Close — Range —
Q1 2023
Shares 47,851 Value ($000) $2,161 Avg Close — Range —
Q4 2022
Shares 445,688 Value ($000) $18,706 Avg Close — Range —
Q3 2022
Shares 38,242 Value ($000) $1,390 Avg Close — Range —
Q3 2021
Shares 719 Value ($000) $36 Avg Close — Range —
Q2 2021
Shares 859 Value ($000) $44 Avg Close — Range —
Q1 2021
Shares 140 Value ($000) $7 Avg Close — Range —
Q4 2020
Shares 140 Value ($000) $7 Avg Close — Range —