VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 27,194 Value ($000) $1,699 Avg Close — Range —
Q3 2025
Shares 27,031 Value ($000) $1,620 Avg Close — Range —
Q2 2025
Shares 26,163 Value ($000) $1,492 Avg Close — Range —
Q1 2025
Shares 40,602 Value ($000) $2,064 Avg Close — Range —
Q4 2024
Shares 30,801 Value ($000) $1,473 Avg Close — Range —
Q3 2024
Shares 31,632 Value ($000) $1,670 Avg Close — Range —
Q2 2024
Shares 32,611 Value ($000) $1,612 Avg Close — Range —
Q1 2024
Shares 31,986 Value ($000) $1,605 Avg Close — Range —
Q4 2023
Shares 31,155 Value ($000) $1,457 Avg Close — Range —
Q3 2023
Shares 28,996 Value ($000) $1,268 Avg Close — Range —
Q2 2023
Shares 28,660 Value ($000) $1,324 Avg Close — Range —
Q1 2023
Shares 35,514 Value ($000) $1,604 Avg Close — Range —
Q4 2022
Shares 17,974 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 14,348 Value ($000) $522 Avg Close — Range —
Q2 2022
Shares 36,822 Value ($000) $1,502 Avg Close — Range —
Q1 2022
Shares 44,920 Value ($000) $2,158 Avg Close — Range —
Q4 2021
Shares 52,175 Value ($000) $2,664 Avg Close — Range —
Q3 2021
Shares 52,683 Value ($000) $2,660 Avg Close — Range —
Q2 2021
Shares 53,680 Value ($000) $2,766 Avg Close — Range —
Q1 2021
Shares 48,263 Value ($000) $2,053 Avg Close — Range —