VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025
Shares 60,308 Value ($000) $3,768 Avg Close — Range —
Q3 2025
Shares 43,878 Value ($000) $2,629 Avg Close — Range —
Q2 2025
Shares 28,549 Value ($000) $1,628 Avg Close — Range —
Q1 2025
Shares 20,531 Value ($000) $1,044 Avg Close — Range —
Q4 2024
Shares 506,944 Value ($000) $25,419 Avg Close — Range —
Q3 2024
Shares 7,064 Value ($000) $373 Avg Close — Range —