VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Waterford Advisors, LLC's Holding History (CIK: 0001960657)

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

Q4 2025
Shares 389,663 Value ($000) $24,342 Avg Close Range
Q3 2025
Shares 391,029 Value ($000) $23,430 Avg Close Range
Q2 2025
Shares 873 Value ($000) $21,819 Avg Close Range
Q1 2025
Shares 372,890 Value ($000) $18,954 Avg Close Range
Q4 2024
Shares 359,510 Value ($000) $17,192 Avg Close Range
Q3 2024
Shares 338,687 Value ($000) $17,886 Avg Close Range
Q2 2024
Shares 327,767 Value ($000) $16,198 Avg Close Range
Q1 2024
Shares 324,285 Value ($000) $16,269 Avg Close Range
Q4 2023
Shares 311,433 Value ($000) $14,918 Avg Close Range
Q3 2023
Shares 316,807 Value ($000) $13,852 Avg Close Range
Q2 2023
Shares 313,038 Value ($000) $14 Avg Close Range
Q1 2023
Shares 299,746 Value ($000) $14 Avg Close Range
Q4 2022
Shares 291,602 Value ($000) $12 Avg Close Range