VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Williamson Legacy Group, LLC's Holding History (CIK: 0002011965)

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

Q4 2025
Shares 3,968 Value ($000) $248 Avg Close — Range —
Q3 2025
Shares 3,520 Value ($000) $211 Avg Close — Range —
Q2 2025
Shares 3,529 Value ($000) $201 Avg Close — Range —
Q1 2025
Shares 5,324 Value ($000) $271 Avg Close — Range —
Q4 2024
Shares 5,950 Value ($000) $285 Avg Close — Range —
Q3 2024
Shares 8,229 Value ($000) $435 Avg Close — Range —
Q2 2024
Shares 8,303 Value ($000) $410 Avg Close — Range —
Q4 2023
Shares 7,749 Value ($000) $371 Avg Close — Range —