VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Sterling Wealth Management, Inc.'s Holding History (CIK: 0002011149)

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

Q4 2025
Shares 285,130 Value ($000) $17,812 Avg Close — Range —
Q3 2025
Shares 276,002 Value ($000) $16,538 Avg Close — Range —
Q2 2025
Shares 259,228 Value ($000) $14,779 Avg Close — Range —
Q4 2024
Shares 259,312 Value ($000) $12,400 Avg Close — Range —
Q3 2024
Shares 243,656 Value ($000) $12,867 Avg Close — Range —
Q2 2024
Shares 224,425 Value ($000) $11,091 Avg Close — Range —
Q1 2024
Shares 213,546 Value ($000) $10,714 Avg Close — Range —
Q4 2023
Shares 200,788 Value ($000) $9,618 Avg Close — Range —