VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Balboa Wealth Partners's Holding History (CIK: 0001929008)

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

Q4 2025
Shares 82,134 Value ($000) $5,131 Avg Close — Range —
Q3 2025
Shares 82,295 Value ($000) $4,931 Avg Close — Range —
Q2 2025
Shares 63,237 Value ($000) $3,605 Avg Close — Range —
Q1 2025
Shares 56,289 Value ($000) $2,861 Avg Close — Range —
Q4 2024
Shares 31,832 Value ($000) $1,522 Avg Close — Range —
Q3 2024
Shares 8,164 Value ($000) $431 Avg Close — Range —
Q4 2023
Shares 6,073 Value ($000) $291 Avg Close — Range —
Q3 2023
Shares 4,684 Value ($000) $205 Avg Close — Range —
Q2 2023
Shares 4,871 Value ($000) $225 Avg Close — Range —
Q1 2023
Shares 4,448 Value ($000) $201 Avg Close — Range —