VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 12,457 Value ($000) $778 Avg Close — Range —
Q3 2025
Shares 13,078 Value ($000) $784 Avg Close — Range —
Q2 2025
Shares 11,327 Value ($000) $646 Avg Close — Range —
Q1 2025
Shares 10,663 Value ($000) $542 Avg Close — Range —
Q4 2024
Shares 10,554 Value ($000) $505 Avg Close — Range —
Q3 2024
Shares 7,646 Value ($000) $404 Avg Close — Range —
Q2 2024
Shares 8,205 Value ($000) $405 Avg Close — Range —
Q1 2024
Shares 8,044 Value ($000) $404 Avg Close — Range —
Q4 2023
Shares 8,026 Value ($000) $384 Avg Close — Range —
Q3 2023
Shares 8,406 Value ($000) $368 Avg Close — Range —
Q2 2023
Shares 8,047 Value ($000) $372 Avg Close — Range —
Q1 2023
Shares 8,007 Value ($000) $362 Avg Close — Range —
Q4 2022
Shares 7,358 Value ($000) $309 Avg Close — Range —
Q3 2022
Shares 8,205 Value ($000) $298 Avg Close — Range —
Q2 2022
Shares 8,194 Value ($000) $334 Avg Close — Range —
Q1 2022
Shares 8,168 Value ($000) $392 Avg Close — Range —
Q4 2021
Shares 8,114 Value ($000) $414 Avg Close — Range —
Q3 2021
Shares 8,062 Value ($000) $407 Avg Close — Range —
Q2 2021
Shares 8,240 Value ($000) $425 Avg Close — Range —
Q1 2021
Shares 6,497 Value ($000) $319 Avg Close — Range —
Q4 2020
Shares 6,485 Value ($000) $306 Avg Close — Range —