VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Cornerstone Wealth Advisors, Inc.'s Holding History (CIK: 0001862176)

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

Q4 2025
Shares 403,402 Value ($000) $25,201 Avg Close Range
Q3 2025
Shares 346,945 Value ($000) $20,789 Avg Close Range
Q2 2025
Shares 304,551 Value ($000) $17,362 Avg Close Range
Q1 2025
Shares 312,039 Value ($000) $15,861 Avg Close Range
Q4 2024
Shares 327,032 Value ($000) $15,639 Avg Close Range
Q3 2024
Shares 305,184 Value ($000) $16,117 Avg Close Range
Q2 2024
Shares 290,161 Value ($000) $14,340 Avg Close Range
Q1 2024
Shares 288,370 Value ($000) $14,468 Avg Close Range
Q4 2023
Shares 290,973 Value ($000) $13,938 Avg Close Range
Q3 2023
Shares 290,933 Value ($000) $12,720 Avg Close Range
Q2 2023
Shares 280,412 Value ($000) $12,949 Avg Close Range
Q1 2023
Shares 268,378 Value ($000) $12,123 Avg Close Range
Q4 2022
Shares 255,231 Value ($000) $10,712 Avg Close Range
Q3 2022
Shares 282,463 Value ($000) $10,270 Avg Close Range
Q2 2022
Shares 269,669 Value ($000) $11,002 Avg Close Range
Q1 2022
Shares 261,483 Value ($000) $12,559 Avg Close Range
Q4 2021
Shares 207,711 Value ($000) $10,606 Avg Close Range
Q3 2021
Shares 185,045 Value ($000) $9,343 Avg Close Range
Q2 2021
Shares 170,403 Value ($000) $8,805 Avg Close Range
Q1 2021
Shares 182,300 Value ($000) $8,953 Avg Close Range