VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Wealth Forward, LLC's Holding History (CIK: 0002012773)

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

Q4 2025
Shares 260,812 Value ($000) $16,293 Avg Close — Range —
Q3 2025
Shares 257,711 Value ($000) $15,442 Avg Close — Range —
Q2 2025
Shares 358,244 Value ($000) $20,423 Avg Close — Range —
Q1 2025
Shares 362,261 Value ($000) $18,414 Avg Close — Range —
Q4 2024
Shares 361,304 Value ($000) $17,278 Avg Close — Range —
Q3 2024
Shares 340,674 Value ($000) $17,991 Avg Close — Range —
Q2 2024
Shares 305,821 Value ($000) $15,114 Avg Close — Range —
Q1 2024
Shares 300,315 Value ($000) $15,067 Avg Close — Range —
Q4 2023
Shares 287,477 Value ($000) $13,770 Avg Close — Range —