VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Gateway Wealth Partners, LLC's Holding History (CIK: 0001966037)

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

Q4 2025
Shares 12,782 Value ($000) $798 Avg Close — Range —
Q3 2025
Shares 9,166 Value ($000) $549 Avg Close — Range —
Q2 2024
Shares 9,566 Value ($000) $473 Avg Close — Range —
Q1 2024
Shares 5,440 Value ($000) $273 Avg Close — Range —
Q3 2023
Shares 11,839 Value ($000) $518 Avg Close — Range —
Q2 2023
Shares 29,780 Value ($000) $1,375 Avg Close — Range —
Q1 2023
Shares 26,790 Value ($000) $1,210 Avg Close — Range —
Q4 2022
Shares 24,704 Value ($000) $1,037 Avg Close — Range —