VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Whalen Wealth Management Inc.'s Holding History (CIK: 0001894447)

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

Q4 2025
Shares 7,293 Value ($000) $456 Avg Close — Range —
Q3 2025
Shares 7,118 Value ($000) $426 Avg Close — Range —
Q2 2025
Shares 7,082 Value ($000) $404 Avg Close — Range —
Q1 2025
Shares 8,057 Value ($000) $410 Avg Close — Range —
Q4 2024
Shares 7,392 Value ($000) $353 Avg Close — Range —
Q3 2024
Shares 4,057 Value ($000) $214 Avg Close — Range —