VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 100,243 Value ($000) $6,262 Avg Close — Range —
Q3 2025
Shares 86,530 Value ($000) $5,185 Avg Close — Range —
Q2 2025
Shares 73,551 Value ($000) $4,193 Avg Close — Range —
Q1 2025
Shares 69,344 Value ($000) $3,525 Avg Close — Range —
Q4 2024
Shares 64,062 Value ($000) $3,063 Avg Close — Range —
Q3 2024
Shares 34,224 Value ($000) $1,807 Avg Close — Range —
Q2 2024
Shares 35,508 Value ($000) $1,755 Avg Close — Range —
Q1 2024
Shares 34,008 Value ($000) $1,706 Avg Close — Range —
Q4 2023
Shares 26,293 Value ($000) $1,259 Avg Close — Range —
Q3 2023
Shares 17,682 Value ($000) $773 Avg Close — Range —