VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

XY Planning Network, Inc.'s Holding History (CIK: 0001873438)

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

Q4 2025
Shares 251,855 Value ($000) $15,733 Avg Close — Range —
Q3 2025
Shares 133,205 Value ($000) $7,594 Avg Close — Range —
Q2 2025
Shares 133,205 Value ($000) $7,594 Avg Close — Range —
Q1 2025
Shares 91,761 Value ($000) $4,664 Avg Close — Range —
Q4 2024
Shares 43,518 Value ($000) $2,081 Avg Close — Range —