VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Mittelman Wealth Management's Holding History (CIK: 0002021464)

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

Q4 2025
Shares 214,116 Value ($000) $13,376 Avg Close Range
Q3 2025
Shares 205,932 Value ($000) $12,339 Avg Close Range
Q2 2025
Shares 197,471 Value ($000) $11,258 Avg Close Range
Q1 2025
Shares 253,873 Value ($000) $12,904 Avg Close Range
Q4 2024
Shares 261,338 Value ($000) $12,497 Avg Close Range
Q3 2024
Shares 389,465 Value ($000) $20,568 Avg Close Range
Q2 2024
Shares 187,508 Value ($000) $9,267 Avg Close Range
Q1 2024
Shares 176,942 Value ($000) $8,877 Avg Close Range