VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 1,214,523 Value ($000) $75,871 Avg Close — Range —
Q3 2025
Shares 1,210,734 Value ($000) $72,547 Avg Close — Range —
Q2 2025
Shares 1,070,509 Value ($000) $61,030 Avg Close — Range —
Q1 2025
Shares 915,998 Value ($000) $46,560 Avg Close — Range —
Q4 2024
Shares 812,254 Value ($000) $38,842 Avg Close — Range —
Q3 2024
Shares 729,465 Value ($000) $38,523 Avg Close — Range —
Q2 2024
Shares 515,442 Value ($000) $25,473 Avg Close — Range —
Q1 2024
Shares 362,589 Value ($000) $18,191 Avg Close — Range —
Q4 2023
Shares 262,298 Value ($000) $12,564 Avg Close — Range —
Q3 2023
Shares 18,465 Value ($000) $807 Avg Close — Range —
Q2 2023
Shares 8,158 Value ($000) $377 Avg Close — Range —
Q1 2023
Shares 6,490 Value ($000) $293 Avg Close — Range —