VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Lodestone Wealth Management LLC's Holding History (CIK: 0001950158)

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

Q4 2025
Shares 57,589 Value ($000) $3,598 Avg Close Range
Q3 2025
Shares 58,582 Value ($000) $3,510 Avg Close Range
Q2 2025
Shares 57,071 Value ($000) $3,254 Avg Close Range
Q1 2025
Shares 57,067 Value ($000) $2,901 Avg Close Range
Q4 2024
Shares 57,409 Value ($000) $2,745 Avg Close Range
Q3 2024
Shares 57,423 Value ($000) $3,033 Avg Close Range
Q2 2024
Shares 60,629 Value ($000) $2,996 Avg Close Range
Q1 2024
Shares 51,026 Value ($000) $2,560 Avg Close Range
Q4 2023
Shares 49,668 Value ($000) $2,379 Avg Close Range
Q3 2023
Shares 43,724 Value ($000) $1,912 Avg Close Range
Q2 2023
Shares 41,758 Value ($000) $1,928 Avg Close Range
Q1 2023
Shares 40,192 Value ($000) $1,815 Avg Close Range
Q4 2022
Shares 37,432 Value ($000) $1,571 Avg Close Range