VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Naviter Wealth, LLC's Holding History (CIK: 0001855567)

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

Q4 2025
Shares 3,759 Value ($000) $235 Avg Close — Range —
Q3 2025
Shares 26,520 Value ($000) $1,589 Avg Close — Range —
Q2 2025
Shares 25,161 Value ($000) $1,434 Avg Close — Range —
Q1 2025
Shares 25,152 Value ($000) $1,289 Avg Close — Range —
Q4 2024
Shares 27,981 Value ($000) $1,338 Avg Close — Range —
Q3 2024
Shares 27,981 Value ($000) $1,478 Avg Close — Range —
Q2 2024
Shares 27,748 Value ($000) $1,371 Avg Close — Range —
Q1 2024
Shares 22,736 Value ($000) $1,141 Avg Close — Range —
Q4 2023
Shares 22,736 Value ($000) $1,089 Avg Close — Range —