VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Monument Group Wealth Advisors, LLC's Holding History (CIK: 0001965665)

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

Q4 2025
Shares 154,680 Value ($000) $9,663 Avg Close — Range —
Q3 2025
Shares 165,620 Value ($000) $9,924 Avg Close — Range —
Q2 2025
Shares 157,921 Value ($000) $9,003 Avg Close — Range —
Q1 2025
Shares 178,162 Value ($000) $9,056 Avg Close — Range —
Q4 2024
Shares 177,358 Value ($000) $8,481 Avg Close — Range —
Q3 2024
Shares 191,456 Value ($000) $10,111 Avg Close — Range —
Q2 2024
Shares 192,066 Value ($000) $9,492 Avg Close — Range —
Q1 2024
Shares 194,310 Value ($000) $9,749 Avg Close — Range —
Q4 2023
Shares 199,835 Value ($000) $9,572 Avg Close — Range —