VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Forza Wealth Management, LLC's Holding History (CIK: 0001963030)

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

Q4 2025
Shares 11,083 Value ($000) $692 Avg Close — Range —
Q3 2025
Shares 12,208 Value ($000) $732 Avg Close — Range —
Q2 2025
Shares 21,686 Value ($000) $1,236 Avg Close — Range —
Q1 2025
Shares 9,074 Value ($000) $461 Avg Close — Range —
Q4 2024
Shares 9,274 Value ($000) $443 Avg Close — Range —
Q3 2024
Shares 9,274 Value ($000) $490 Avg Close — Range —
Q2 2024
Shares 9,274 Value ($000) $458 Avg Close — Range —
Q1 2024
Shares 11,074 Value ($000) $556 Avg Close — Range —
Q4 2023
Shares 11,299 Value ($000) $541 Avg Close — Range —
Q3 2023
Shares 11,299 Value ($000) $494 Avg Close — Range —
Q2 2023
Shares 11,299 Value ($000) $522 Avg Close — Range —
Q1 2023
Shares 11,299 Value ($000) $510 Avg Close — Range —
Q4 2022
Shares 11,299 Value ($000) $474 Avg Close — Range —