VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Fingerlakes Wealth Management, Inc.'s Holding History (CIK: 0001910248)

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

Q4 2025
Shares 17,951 Value ($000) $1,121 Avg Close Range
Q3 2025
Shares 15,429 Value ($000) $925 Avg Close Range
Q2 2025
Shares 11,758 Value ($000) $670 Avg Close Range
Q1 2025
Shares 7,929 Value ($000) $403 Avg Close Range
Q4 2024
Shares 4,729 Value ($000) $226 Avg Close Range
Q3 2024
Shares 4,856 Value ($000) $256 Avg Close Range
Q2 2024
Shares 5,506 Value ($000) $272 Avg Close Range
Q1 2024
Shares 5,458 Value ($000) $274 Avg Close Range
Q4 2023
Shares 5,281 Value ($000) $253 Avg Close Range
Q3 2023
Shares 5,216 Value ($000) $228 Avg Close Range
Q2 2023
Shares 5,167 Value ($000) $239 Avg Close Range
Q1 2023
Shares 5,044 Value ($000) $228 Avg Close Range
Q2 2022
Shares 5,610 Value ($000) $229 Avg Close Range
Q1 2022
Shares 5,540 Value ($000) $266 Avg Close Range
Q4 2021
Shares 5,530 Value ($000) $281 Avg Close Range