VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

BKM Wealth Management, LLC's Holding History (CIK: 0002007263)

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

Q4 2025
Shares 203,581 Value ($000) $12,718 Avg Close — Range —
Q3 2025
Shares 197,903 Value ($000) $11,858 Avg Close — Range —
Q2 2025
Shares 192,776 Value ($000) $10,990 Avg Close — Range —
Q1 2025
Shares 197,017 Value ($000) $10,014 Avg Close — Range —
Q4 2024
Shares 195,252 Value ($000) $9,337 Avg Close — Range —
Q3 2024
Shares 191,412 Value ($000) $10,108 Avg Close — Range —
Q2 2024
Shares 191,561 Value ($000) $9,467 Avg Close — Range —
Q1 2024
Shares 184,114 Value ($000) $9,237 Avg Close — Range —
Q4 2023
Shares 312,661 Value ($000) $8,835 Avg Close — Range —