VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Forbes Financial Planning, Inc.'s Holding History (CIK: 0001911316)

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

Q4 2025
Shares 192,974 Value ($000) $12,061 Avg Close — Range —
Q3 2025
Shares 137,713 Value ($000) $8,252 Avg Close — Range —
Q2 2025
Shares 139,806 Value ($000) $7,970 Avg Close — Range —
Q1 2025
Shares 189,002 Value ($000) $9,607 Avg Close — Range —
Q4 2024
Shares 194,225 Value ($000) $9,288 Avg Close — Range —
Q3 2024
Shares 193,732 Value ($000) $10,231 Avg Close — Range —
Q2 2024
Shares 187,729 Value ($000) $9,278 Avg Close — Range —
Q1 2024
Shares 182,993 Value ($000) $9,181 Avg Close — Range —
Q4 2023
Shares 181,746 Value ($000) $8,706 Avg Close — Range —
Q3 2023
Shares 176,182 Value ($000) $7,703 Avg Close — Range —
Q2 2023
Shares 172,963 Value ($000) $7,987 Avg Close — Range —
Q1 2023
Shares 172,256 Value ($000) $7,781 Avg Close — Range —
Q4 2022
Shares 137,155 Value ($000) $4,987 Avg Close — Range —
Q3 2022
Shares 137,155 Value ($000) $4,987 Avg Close — Range —
Q2 2022
Shares 127,975 Value ($000) $5,224 Avg Close — Range —