VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 251,769 Value ($000) $15,728 Avg Close Range
Q3 2025
Shares 240,566 Value ($000) $14,415 Avg Close Range
Q2 2025
Shares 215,825 Value ($000) $12,304 Avg Close Range
Q1 2025
Shares 232,667 Value ($000) $11,827 Avg Close Range
Q4 2024
Shares 229,526 Value ($000) $10,976 Avg Close Range
Q3 2024
Shares 185,322 Value ($000) $9,787 Avg Close Range
Q2 2024
Shares 190,748 Value ($000) $9,427 Avg Close Range
Q1 2024
Shares 185,516 Value ($000) $9,307 Avg Close Range
Q4 2023
Shares 184,461 Value ($000) $8,836 Avg Close Range
Q3 2023
Shares 194,002 Value ($000) $8,482 Avg Close Range
Q2 2023
Shares 161,314 Value ($000) $7,449 Avg Close Range
Q1 2023
Shares 162,214 Value ($000) $7,327 Avg Close Range
Q4 2022
Shares 171,804 Value ($000) $7,211 Avg Close Range
Q3 2022
Shares 158,051 Value ($000) $5,747 Avg Close Range
Q2 2022
Shares 164,442 Value ($000) $6,709 Avg Close Range
Q1 2022
Shares 174,110 Value ($000) $8,363 Avg Close Range
Q4 2021
Shares 158,782 Value ($000) $8,107 Avg Close Range