VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Oakwell Private Wealth Management, LLC's Holding History (CIK: 0001844024)

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

Q4 2025
Shares 1,049,888 Value ($000) $65,586 Avg Close Range
Q3 2025
Shares 1,008,574 Value ($000) $60,434 Avg Close Range
Q2 2025
Shares 964,295 Value ($000) $54,974 Avg Close Range
Q1 2025
Shares 880,800 Value ($000) $44,771 Avg Close Range
Q4 2024
Shares 845,496 Value ($000) $40,432 Avg Close Range
Q3 2024
Shares 761,448 Value ($000) $40,212 Avg Close Range
Q2 2024
Shares 802,862 Value ($000) $39,677 Avg Close Range
Q1 2024
Shares 744,840 Value ($000) $37,369 Avg Close Range
Q4 2023
Shares 665,732 Value ($000) $31,889 Avg Close Range
Q3 2023
Shares 590,404 Value ($000) $25,812 Avg Close Range
Q2 2023
Shares 552,572 Value ($000) $25,518 Avg Close Range
Q1 2023
Shares 490,833 Value ($000) $22,171 Avg Close Range
Q4 2022
Shares 472,191 Value ($000) $19,818 Avg Close Range
Q3 2022
Shares 449,595 Value ($000) $16,347 Avg Close Range
Q2 2022
Shares 479,741 Value ($000) $19,573 Avg Close Range
Q1 2022
Shares 456,653 Value ($000) $21,933 Avg Close Range
Q4 2021
Shares 420,334 Value ($000) $21,462 Avg Close Range
Q3 2021
Shares 396,108 Value ($000) $19,999 Avg Close Range
Q2 2021
Shares 229,468 Value ($000) $11,822 Avg Close Range
Q1 2021
Shares 206,910 Value ($000) $10,161 Avg Close Range
Q4 2020
Shares 191,643 Value ($000) $9,047 Avg Close Range