VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's Holding History (CIK: 0002011649)

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

Q4 2025
Shares 407,487 Value ($000) $27,452 Avg Close — Range —
Q3 2025
Shares 408,668 Value ($000) $24,684 Avg Close — Range —
Q2 2025
Shares 421,867 Value ($000) $24,051 Avg Close — Range —
Q1 2025
Shares 423,681 Value ($000) $21,536 Avg Close — Range —
Q4 2024
Shares 336,096 Value ($000) $16,072 Avg Close — Range —
Q3 2024
Shares 240,565 Value ($000) $12,704 Avg Close — Range —
Q2 2024
Shares 156,509 Value ($000) $7,735 Avg Close — Range —
Q1 2024
Shares 140,929 Value ($000) $7,070 Avg Close — Range —
Q4 2023
Shares 139,054 Value ($000) $6,661 Avg Close — Range —