VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Level Financial Advisors, Inc.'s Holding History (CIK: 0001871734)

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

Q4 2025
Shares 434,155 Value ($000) $27,122 Avg Close Range
Q3 2025
Shares 411,093 Value ($000) $24,633 Avg Close Range
Q2 2025
Shares 402,018 Value ($000) $22,919 Avg Close Range
Q1 2025
Shares 398,287 Value ($000) $20,245 Avg Close Range
Q4 2024
Shares 378,711 Value ($000) $18,110 Avg Close Range
Q3 2024
Shares 343,398 Value ($000) $18,135 Avg Close Range
Q2 2024
Shares 327,191 Value ($000) $16,170 Avg Close Range
Q1 2024
Shares 311,407 Value ($000) $15,623 Avg Close Range
Q4 2023
Shares 302,249 Value ($000) $14,478 Avg Close Range
Q3 2023
Shares 293,966 Value ($000) $12,852 Avg Close Range
Q2 2023
Shares 287,957 Value ($000) $13,298 Avg Close Range
Q1 2023
Shares 278,611 Value ($000) $12,585 Avg Close Range
Q4 2022
Shares 262,401 Value ($000) $11,013 Avg Close Range
Q3 2022
Shares 229,390 Value ($000) $8,341 Avg Close Range
Q2 2022
Shares 185,288 Value ($000) $7,560 Avg Close Range
Q1 2022
Shares 154,516 Value ($000) $7,421 Avg Close Range
Q4 2021
Shares 148,194 Value ($000) $7,567 Avg Close Range