VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

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

Q4 2025
Shares 43,986 Value ($000) $2,748 Avg Close — Range —
Q3 2025
Shares 43,250 Value ($000) $2,592 Avg Close — Range —
Q2 2025
Shares 43,063 Value ($000) $2,455 Avg Close — Range —
Q1 2025
Shares 44,834 Value ($000) $2,279 Avg Close — Range —
Q4 2024
Shares 36,113 Value ($000) $1,727 Avg Close — Range —
Q3 2024
Shares 35,527 Value ($000) $1,861 Avg Close — Range —
Q2 2024
Shares 29,924 Value ($000) $1,479 Avg Close — Range —
Q1 2024
Shares 26,613 Value ($000) $1,335 Avg Close — Range —
Q4 2023
Shares 20,576 Value ($000) $986 Avg Close — Range —
Q3 2023
Shares 17,355 Value ($000) $759 Avg Close — Range —
Q2 2023
Shares 18,175 Value ($000) $839 Avg Close — Range —
Q1 2023
Shares 18,675 Value ($000) $844 Avg Close — Range —
Q4 2022
Shares 18,063 Value ($000) $758 Avg Close — Range —
Q3 2022
Shares 26,535 Value ($000) $987 Avg Close — Range —
Q2 2022
Shares 19,178 Value ($000) $782 Avg Close — Range —
Q1 2022
Shares 16,552 Value ($000) $802 Avg Close — Range —
Q4 2021
Shares 18,002 Value ($000) $927 Avg Close — Range —