VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Simplicity Wealth,LLC's Holding History (CIK: 0001913243)

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

Q4 2025
Shares 45,649 Value ($000) $2,852 Avg Close — Range —
Q3 2025
Shares 41,402 Value ($000) $2,481 Avg Close — Range —
Q2 2025
Shares 17,993 Value ($000) $1,026 Avg Close — Range —
Q1 2025
Shares 43,097 Value ($000) $2,191 Avg Close — Range —
Q4 2024
Shares 11,977 Value ($000) $573 Avg Close — Range —
Q3 2024
Shares 13,823 Value ($000) $730 Avg Close — Range —
Q2 2024
Shares 59,910 Value ($000) $2,961 Avg Close — Range —
Q1 2024
Shares 60,826 Value ($000) $3,052 Avg Close — Range —
Q4 2023
Shares 5,976 Value ($000) $286 Avg Close — Range —