VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Sterling Group Wealth Management, LLC's Holding History (CIK: 0001852307)

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

Q4 2025
Shares 186,298 Value ($000) $11,638 Avg Close — Range —
Q3 2025
Shares 191,430 Value ($000) $11,470 Avg Close — Range —
Q2 2025
Shares 192,641 Value ($000) $10,982 Avg Close — Range —
Q1 2025
Shares 200,825 Value ($000) $10,208 Avg Close — Range —
Q4 2024
Shares 201,841 Value ($000) $9,652 Avg Close — Range —
Q3 2024
Shares 205,301 Value ($000) $10,842 Avg Close — Range —
Q2 2024
Shares 208,028 Value ($000) $10,281 Avg Close — Range —
Q4 2023
Shares 678,211 Value ($000) $32,486 Avg Close — Range —
Q3 2023
Shares 666,438 Value ($000) $29,137 Avg Close — Range —
Q2 2023
Shares 612,726 Value ($000) $28,296 Avg Close — Range —
Q1 2023
Shares 594,433 Value ($000) $26,851 Avg Close — Range —
Q4 2022
Shares 542,131 Value ($000) $22,753 Avg Close — Range —