VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

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

Q4 2025
Shares 143,482 Value ($000) $8,963 Avg Close — Range —
Q3 2025
Shares 151,430 Value ($000) $9,074 Avg Close — Range —
Q2 2025
Shares 151,516 Value ($000) $8,638 Avg Close — Range —
Q1 2025
Shares 151,657 Value ($000) $7,709 Avg Close — Range —
Q4 2024
Shares 152,900 Value ($000) $7,365 Avg Close — Range —
Q3 2024
Shares 153,028 Value ($000) $7,927 Avg Close — Range —
Q2 2024
Shares 153,409 Value ($000) $7,684 Avg Close — Range —
Q1 2024
Shares 153,834 Value ($000) $7,439 Avg Close — Range —
Q4 2023
Shares 152,781 Value ($000) $22 Avg Close — Range —
Q3 2023
Shares 152,587 Value ($000) $6,659 Avg Close — Range —
Q2 2023
Shares 151,204 Value ($000) $6,983 Avg Close — Range —
Q1 2023
Shares 154,401 Value ($000) $7,030 Avg Close — Range —
Q4 2022
Shares 154,390 Value ($000) $6,515 Avg Close — Range —
Q3 2022
Shares 154,067 Value ($000) $5,785 Avg Close — Range —
Q2 2022
Shares 187,085 Value ($000) $7,626 Avg Close — Range —
Q1 2022
Shares 179,473 Value ($000) $8,695 Avg Close — Range —
Q4 2021
Shares 169,642 Value ($000) $8,715 Avg Close — Range —
Q3 2021
Shares 153,374 Value ($000) $7,744 Avg Close — Range —