VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 15,065 Value ($000) $941 Avg Close — Range —
Q3 2025
Shares 6,289 Value ($000) $377 Avg Close — Range —
Q2 2025
Shares 4,324 Value ($000) $247 Avg Close — Range —
Q1 2025
Shares 4,324 Value ($000) $220 Avg Close — Range —
Q4 2024
Shares 4,819 Value ($000) $230 Avg Close — Range —
Q3 2024
Shares 4,626 Value ($000) $244 Avg Close — Range —
Q2 2024
Shares 4,626 Value ($000) $229 Avg Close — Range —
Q1 2024
Shares 4,583 Value ($000) $230 Avg Close — Range —
Q4 2023
Shares 4,761 Value ($000) $228 Avg Close — Range —
Q3 2023
Shares 4,796 Value ($000) $210 Avg Close — Range —
Q2 2023
Shares 4,796 Value ($000) $222 Avg Close — Range —
Q1 2023
Shares 5,503 Value ($000) $253 Avg Close — Range —
Q4 2022
Shares 5,335 Value ($000) $224 Avg Close — Range —
Q3 2022
Shares 5,509 Value ($000) $200 Avg Close — Range —
Q2 2022
Shares 5,718 Value ($000) $233 Avg Close — Range —
Q1 2022
Shares 5,718 Value ($000) $275 Avg Close — Range —
Q4 2021
Shares 5,718 Value ($000) $292 Avg Close — Range —