VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q4 2025
Shares 926,276 Value ($000) $57,864 Avg Close — Range —
Q3 2025
Shares 908,761 Value ($000) $54,453 Avg Close — Range —
Q2 2025
Shares 900,012 Value ($000) $51,310 Avg Close — Range —
Q1 2025
Shares 900,352 Value ($000) $45,765 Avg Close — Range —
Q4 2024
Shares 872,536 Value ($000) $41,725 Avg Close — Range —
Q3 2024
Shares 838,948 Value ($000) $44,305 Avg Close — Range —
Q2 2024
Shares 822,189 Value ($000) $40,633 Avg Close — Range —
Q1 2024
Shares 804,862 Value ($000) $40,380 Avg Close — Range —
Q4 2023
Shares 780,369 Value ($000) $32,752 Avg Close — Range —
Q3 2023
Shares 782,402 Value ($000) $34,207 Avg Close — Range —
Q2 2023
Shares 766,247 Value ($000) $35,385 Avg Close — Range —
Q1 2023
Shares 773,142 Value ($000) $34,923 Avg Close — Range —
Q4 2022
Shares 780,369 Value ($000) $32,752 Avg Close — Range —
Q3 2022
Shares 841,839 Value ($000) $30,609 Avg Close — Range —
Q2 2022
Shares 808,766 Value ($000) $32,998 Avg Close — Range —
Q1 2022
Shares 746,614 Value ($000) $35,860 Avg Close — Range —
Q4 2021
Shares 736,385 Value ($000) $37,600 Avg Close — Range —
Q3 2021
Shares 725,665 Value ($000) $36,639 Avg Close — Range —
Q2 2021
Shares 714,477 Value ($000) $36,810 Avg Close — Range —
Q1 2021
Shares 685,248 Value ($000) $33,653 Avg Close — Range —
Q4 2020
Shares 661,244 Value ($000) $31,217 Avg Close — Range —
Q3 2020
Shares 409,606 Value ($000) $16,753 Avg Close — Range —
Q2 2020
Shares 292,770 Value ($000) $11,357 Avg Close — Range —
Q1 2020
Shares 368,057 Value ($000) $12,271 Avg Close — Range —
Q4 2019
Shares 346,478 Value ($000) $15,266 Avg Close — Range —
Q3 2019
Shares 330,699 Value ($000) $13,585 Avg Close — Range —
Q2 2019
Shares 321,221 Value ($000) $13,398 Avg Close — Range —
Q1 2019
Shares 308,620 Value ($000) $12,613 Avg Close — Range —