VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 87,244 Value ($000) $5,450 Avg Close Range
Q3 2025
Shares 87,889 Value ($000) $5,266 Avg Close Range
Q2 2025
Shares 89,322 Value ($000) $5,092 Avg Close Range
Q1 2025
Shares 79,967 Value ($000) $4,065 Avg Close Range
Q4 2024
Shares 86,518 Value ($000) $4,137 Avg Close Range
Q3 2024
Shares 81,701 Value ($000) $4,315 Avg Close Range
Q2 2024
Shares 82,667 Value ($000) $4,085 Avg Close Range
Q1 2024
Shares 81,799 Value ($000) $4,104 Avg Close Range
Q4 2023
Shares 74,376 Value ($000) $3,563 Avg Close Range
Q3 2023
Shares 64,569 Value ($000) $2,823 Avg Close Range
Q2 2023
Shares 61,099 Value ($000) $2,822 Avg Close Range
Q1 2023
Shares 65,656 Value ($000) $2,966 Avg Close Range
Q4 2022
Shares 66,092 Value ($000) $2,774 Avg Close Range
Q3 2022
Shares 77,849 Value ($000) $2,831 Avg Close Range
Q2 2022
Shares 70,345 Value ($000) $2,870 Avg Close Range
Q1 2022
Shares 81,301 Value ($000) $3,905 Avg Close Range