VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Perfromance Wealth Partners, LLC's Holding History (CIK: 0001908765)

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

Q4 2025
Shares 14,083 Value ($000) $880 Avg Close Range
Q3 2025
Shares 8,903 Value ($000) $533 Avg Close Range
Q2 2025
Shares 6,715 Value ($000) $383 Avg Close Range
Q1 2025
Shares 6,611 Value ($000) $336 Avg Close Range
Q4 2024
Shares 6,576 Value ($000) $314 Avg Close Range
Q3 2024
Shares 7,426 Value ($000) $392 Avg Close Range
Q2 2024
Shares 6,748 Value ($000) $333 Avg Close Range
Q1 2024
Shares 6,885 Value ($000) $345 Avg Close Range
Q4 2023
Shares 9,110 Value ($000) $436 Avg Close Range
Q3 2023
Shares 8,505 Value ($000) $372 Avg Close Range
Q2 2023
Shares 10,893 Value ($000) $498 Avg Close Range
Q1 2023
Shares 5,941 Value ($000) $268 Avg Close Range
Q4 2022
Shares 5,876 Value ($000) $247 Avg Close Range
Q3 2022
Shares 5,715 Value ($000) $208 Avg Close Range
Q2 2022
Shares 5,728 Value ($000) $234 Avg Close Range
Q1 2022
Shares 5,808 Value ($000) $279 Avg Close Range
Q4 2021
Shares 4,139 Value ($000) $211 Avg Close Range