VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 97,303 Value ($000) $6,079 Avg Close — Range —
Q3 2025
Shares 76,534 Value ($000) $4,586 Avg Close — Range —
Q2 2025
Shares 35,891 Value ($000) $2,046 Avg Close — Range —
Q1 2025
Shares 36,511 Value ($000) $1,857 Avg Close — Range —
Q4 2024
Shares 37,749 Value ($000) $1,805 Avg Close — Range —
Q3 2024
Shares 33,455 Value ($000) $1,767 Avg Close — Range —
Q2 2024
Shares 21,287 Value ($000) $1,052 Avg Close — Range —
Q1 2024
Shares 18,703 Value ($000) $938 Avg Close — Range —
Q4 2023
Shares 16,184 Value ($000) $775 Avg Close — Range —
Q3 2023
Shares 13,212 Value ($000) $578 Avg Close — Range —
Q2 2023
Shares 16,203 Value ($000) $748 Avg Close — Range —
Q1 2023
Shares 34,956 Value ($000) $1,579 Avg Close — Range —