VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

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

Q4 2025
Shares 299,201 Value ($000) $18,691 Avg Close — Range —
Q3 2025
Shares 290,328 Value ($000) $17,396 Avg Close — Range —
Q2 2025
Shares 282,425 Value ($000) $16,101 Avg Close — Range —
Q1 2025
Shares 281,616 Value ($000) $14,315 Avg Close — Range —
Q4 2024
Shares 269,602 Value ($000) $12,892 Avg Close — Range —
Q3 2024
Shares 270,203 Value ($000) $14,269 Avg Close — Range —
Q2 2024
Shares 264,006 Value ($000) $13,047 Avg Close — Range —
Q1 2024
Shares 257,870 Value ($000) $12,937 Avg Close — Range —
Q4 2023
Shares 237,655 Value ($000) $11,384 Avg Close — Range —
Q3 2023
Shares 235,908 Value ($000) $10,314 Avg Close — Range —
Q2 2023
Shares 221,547 Value ($000) $10,231 Avg Close — Range —