VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 129,578 Value ($000) $8,095 Avg Close — Range —
Q3 2025
Shares 110,814 Value ($000) $6,640 Avg Close — Range —
Q2 2025
Shares 92,742 Value ($000) $5,287 Avg Close — Range —
Q1 2025
Shares 48,585 Value ($000) $2,470 Avg Close — Range —
Q4 2024
Shares 23,827 Value ($000) $1,139 Avg Close — Range —
Q2 2024
Shares 633 Value ($000) $31 Avg Close — Range —