VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Capasso Planning Partners LLC's Holding History (CIK: 0001911938)

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

Q4 2025
Shares 183,410 Value ($000) $11,458 Avg Close — Range —
Q3 2025
Shares 169,852 Value ($000) $10,178 Avg Close — Range —
Q2 2025
Shares 176,445 Value ($000) $10,059 Avg Close — Range —
Q1 2025
Shares 280,480 Value ($000) $14,257 Avg Close — Range —
Q4 2024
Shares 280,365 Value ($000) $13,407 Avg Close — Range —
Q3 2024
Shares 318,060 Value ($000) $16,797 Avg Close — Range —
Q2 2024
Shares 261,429 Value ($000) $12,920 Avg Close — Range —
Q1 2024
Shares 269,990 Value ($000) $13,545 Avg Close — Range —
Q4 2023
Shares 258,577 Value ($000) $12,386 Avg Close — Range —
Q3 2023
Shares 290,970 Value ($000) $12,721 Avg Close — Range —
Q2 2023
Shares 282,762 Value ($000) $13,058 Avg Close — Range —
Q1 2023
Shares 277,710 Value ($000) $12,544 Avg Close — Range —
Q4 2022
Shares 274,062 Value ($000) $11,502 Avg Close — Range —
Q3 2022
Shares 265,686 Value ($000) $9,660 Avg Close — Range —
Q2 2022
Shares 312,574 Value ($000) $12,753 Avg Close — Range —
Q1 2022
Shares 289,693 Value ($000) $13,914 Avg Close — Range —
Q4 2021
Shares 275,669 Value ($000) $14,076 Avg Close — Range —