VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q4 2025
Shares 9,054 Value ($000) $605 Avg Close — Range —
Q3 2025
Shares 9,057 Value ($000) $553 Avg Close — Range —
Q2 2025
Shares 9,320 Value ($000) $530 Avg Close — Range —
Q1 2025
Shares 9,512 Value ($000) $446 Avg Close — Range —
Q4 2024
Shares 9,484 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 11,080 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 12,104 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 11,566 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 10,734 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 4,549 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 5,232 Value ($000) $0 Avg Close — Range —