VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Baron Wealth Management LLC's Holding History (CIK: 0001968507)

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

Q4 2025
Shares 51,555 Value ($000) $3,221 Avg Close Range
Q3 2025
Shares 51,118 Value ($000) $3,063 Avg Close Range
Q2 2025
Shares 50,937 Value ($000) $2,904 Avg Close Range
Q1 2025
Shares 50,601 Value ($000) $2,572 Avg Close Range
Q4 2024
Shares 69,472 Value ($000) $3,322 Avg Close Range
Q3 2024
Shares 69,109 Value ($000) $3,650 Avg Close Range
Q2 2024
Shares 68,660 Value ($000) $3,393 Avg Close Range
Q1 2024
Shares 68,097 Value ($000) $3,416 Avg Close Range
Q4 2023
Shares 62,682 Value ($000) $3,002 Avg Close Range
Q3 2023
Shares 61,978 Value ($000) $2,710 Avg Close Range
Q2 2023
Shares 47,792 Value ($000) $2,207 Avg Close Range
Q1 2023
Shares 50,461 Value ($000) $2,279 Avg Close Range
Q4 2022
Shares 63,564 Value ($000) $2,668 Avg Close Range