VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

West Financial Advisors, LLC's Holding History (CIK: 0001843684)

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

Q4 2025
Shares 1,101,503 Value ($000) $68,811 Avg Close — Range —
Q3 2025
Shares 1,125,129 Value ($000) $67,418 Avg Close — Range —
Q2 2025
Shares 1,129,493 Value ($000) $64,392 Avg Close — Range —
Q1 2025
Shares 1,107,719 Value ($000) $56,305 Avg Close — Range —
Q4 2024
Shares 1,072,874 Value ($000) $51,305 Avg Close — Range —
Q3 2024
Shares 1,002,569 Value ($000) $52,946 Avg Close — Range —
Q2 2024
Shares 955,402 Value ($000) $47,216 Avg Close — Range —
Q1 2024
Shares 923,921 Value ($000) $46,353 Avg Close — Range —
Q4 2023
Shares 888,994 Value ($000) $42,583 Avg Close — Range —
Q3 2023
Shares 817,728 Value ($000) $35,751 Avg Close — Range —
Q2 2023
Shares 792,533 Value ($000) $36,599 Avg Close — Range —
Q1 2023
Shares 750,039 Value ($000) $33,879 Avg Close — Range —
Q4 2022
Shares 713,902 Value ($000) $29,962 Avg Close — Range —
Q3 2022
Shares 931,164 Value ($000) $33,857 Avg Close — Range —
Q2 2022
Shares 938,025 Value ($000) $38,271 Avg Close — Range —
Q1 2022
Shares 806,451 Value ($000) $38,734 Avg Close — Range —
Q4 2021
Shares 792,920 Value ($000) $40,487 Avg Close — Range —
Q3 2021
Shares 743,984 Value ($000) $37,564 Avg Close — Range —
Q2 2021
Shares 713,437 Value ($000) $36,756 Avg Close — Range —
Q1 2021
Shares 646,044 Value ($000) $31,727 Avg Close — Range —
Q4 2020
Shares 629,213 Value ($000) $29,705 Avg Close — Range —