VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Cascade Financial Partners, LLC's Holding History (CIK: 0002021208)

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

Q4 2025
Shares 612,549 Value ($000) $38,266 Avg Close — Range —
Q3 2025
Shares 640,380 Value ($000) $38,372 Avg Close — Range —
Q2 2025
Shares 646,133 Value ($000) $36,836 Avg Close — Range —
Q1 2025
Shares 633,763 Value ($000) $32,214 Avg Close — Range —
Q4 2024
Shares 635,093 Value ($000) $30,370 Avg Close — Range —
Q3 2024
Shares 644,543 Value ($000) $32,859 Avg Close — Range —
Q2 2024
Shares 643,763 Value ($000) $31,815 Avg Close — Range —
Q1 2024
Shares 636,144 Value ($000) $30,872 Avg Close — Range —