VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Lakeridge Wealth Management LLC's Holding History (CIK: 0002012028)

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

Q4 2025
Shares 6,790 Value ($000) $424 Avg Close Range
Q3 2025
Shares 5,440 Value ($000) $326 Avg Close Range
Q2 2025
Shares 5,428 Value ($000) $309 Avg Close Range
Q1 2025
Shares 5,407 Value ($000) $275 Avg Close Range
Q4 2024
Shares 5,715 Value ($000) $273 Avg Close Range
Q3 2024
Shares 5,413 Value ($000) $286 Avg Close Range
Q2 2024
Shares 7,510 Value ($000) $371 Avg Close Range
Q1 2024
Shares 4,688 Value ($000) $235 Avg Close Range