VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Montis Financial, LLC's Holding History (CIK: 0001844314)

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

Q4 2025
Shares 557,735 Value ($000) $34,842 Avg Close — Range —
Q3 2025
Shares 531,711 Value ($000) $31,860 Avg Close — Range —
Q2 2025
Shares 495,940 Value ($000) $28,274 Avg Close — Range —
Q1 2025
Shares 358,672 Value ($000) $18,231 Avg Close — Range —
Q4 2024
Shares 286,009 Value ($000) $13,677 Avg Close — Range —
Q3 2024
Shares 273,317 Value ($000) $14,434 Avg Close — Range —
Q2 2024
Shares 274,346 Value ($000) $13,558 Avg Close — Range —
Q1 2024
Shares 244,613 Value ($000) $12,272 Avg Close — Range —
Q4 2023
Shares 249,142 Value ($000) $11,934 Avg Close — Range —
Q3 2023
Shares 244,872 Value ($000) $10,706 Avg Close — Range —
Q2 2023
Shares 236,715 Value ($000) $10,931 Avg Close — Range —
Q1 2023
Shares 97,959 Value ($000) $4,425 Avg Close — Range —
Q4 2022
Shares 61,192 Value ($000) $2,568 Avg Close — Range —