VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Cyndeo Wealth Partners, LLC's Holding History (CIK: 0001950947)

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

Q4 2025
Shares 38,732 Value ($000) $2,420 Avg Close Range
Q3 2025
Shares 39,144 Value ($000) $2,345 Avg Close Range
Q2 2025
Shares 39,265 Value ($000) $2,239 Avg Close Range
Q1 2025
Shares 38,317 Value ($000) $1,948 Avg Close Range
Q4 2024
Shares 25,927 Value ($000) $1,240 Avg Close Range
Q3 2024
Shares 25,869 Value ($000) $1,366 Avg Close Range
Q2 2024
Shares 27,029 Value ($000) $1,336 Avg Close Range
Q1 2024
Shares 30,572 Value ($000) $1,534 Avg Close Range
Q4 2023
Shares 41,459 Value ($000) $1,986 Avg Close Range
Q3 2023
Shares 68,892 Value ($000) $3,012 Avg Close Range
Q2 2023
Shares 65,226 Value ($000) $3,012 Avg Close Range
Q1 2023
Shares 63,012 Value ($000) $2,846 Avg Close Range
Q4 2022
Shares 62,115 Value ($000) $2,607 Avg Close Range