VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Morton Brown Family Wealth, LLC's Holding History (CIK: 0001909851)

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

Q4 2025
Shares 491,908 Value ($000) $30,729 Avg Close — Range —
Q3 2025
Shares 484,784 Value ($000) $29,048 Avg Close — Range —
Q2 2025
Shares 482,307 Value ($000) $27,496 Avg Close — Range —
Q1 2025
Shares 439,804 Value ($000) $22,355 Avg Close — Range —
Q4 2024
Shares 423,607 Value ($000) $20,257 Avg Close — Range —
Q3 2024
Shares 402,486 Value ($000) $21,255 Avg Close — Range —
Q2 2024
Shares 377,810 Value ($000) $19,125 Avg Close — Range —
Q1 2024
Shares 360,373 Value ($000) $18,080 Avg Close — Range —
Q4 2023
Shares 350,815 Value ($000) $16,804 Avg Close — Range —
Q3 2023
Shares 328,164 Value ($000) $14,347 Avg Close — Range —
Q2 2023
Shares 298,893 Value ($000) $13,803 Avg Close — Range —
Q1 2023
Shares 257,882 Value ($000) $11,649 Avg Close — Range —
Q4 2022
Shares 227,853 Value ($000) $9,563 Avg Close — Range —
Q3 2022
Shares 201,939 Value ($000) $7,343 Avg Close — Range —
Q2 2022
Shares 209,907 Value ($000) $8,564 Avg Close — Range —
Q1 2022
Shares 200,518 Value ($000) $9,631 Avg Close — Range —
Q4 2021
Shares 180,718 Value ($000) $9,227 Avg Close — Range —