VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Forthright Family Wealth Advisory LLC's Holding History (CIK: 0002008648)

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

Q4 2025
Shares 13,465 Value ($000) $841 Avg Close Range
Q3 2025
Shares 14,184 Value ($000) $850 Avg Close Range
Q2 2025
Shares 15,320 Value ($000) $873 Avg Close Range
Q1 2025
Shares 22,473 Value ($000) $1,142 Avg Close Range
Q4 2024
Shares 27,163 Value ($000) $1,299 Avg Close Range
Q3 2024
Shares 28,385 Value ($000) $1,440 Avg Close Range
Q2 2024
Shares 29,993 Value ($000) $1,482 Avg Close Range
Q1 2024
Shares 29,244 Value ($000) $1,467 Avg Close Range
Q4 2023
Shares 26,033 Value ($000) $1,247 Avg Close Range