VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Level Wealth Management LLC's Holding History (CIK: 0002036775)

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

Q4 2025
Shares 340,571 Value ($000) $21,275 Avg Close — Range —
Q3 2025
Shares 351,906 Value ($000) $21,086 Avg Close — Range —
Q2 2025
Shares 327,304 Value ($000) $18,660 Avg Close — Range —
Q1 2025
Shares 379,203 Value ($000) $19,275 Avg Close — Range —
Q4 2024
Shares 334,862 Value ($000) $16,013 Avg Close — Range —