VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Martel Wealth Advisors Inc's Holding History (CIK: 0002039437)

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

Q4 2025
Shares 183,530 Value ($000) $11,465 Avg Close — Range —
Q3 2025
Shares 187,953 Value ($000) $11,262 Avg Close — Range —
Q2 2025
Shares 193,921 Value ($000) $11,055 Avg Close — Range —
Q1 2025
Shares 201,823 Value ($000) $10,259 Avg Close — Range —
Q4 2024
Shares 224,625 Value ($000) $10,742 Avg Close — Range —
Q3 2024
Shares 230,857 Value ($000) $12,044 Avg Close — Range —
Q2 2024
Shares 223,977 Value ($000) $11,069 Avg Close — Range —
Q1 2024
Shares 234,893 Value ($000) $11,785 Avg Close — Range —
Q4 2023
Shares 244,702 Value ($000) $11,721 Avg Close — Range —
Q3 2023
Shares 246,858 Value ($000) $10,793 Avg Close — Range —
Q2 2023
Shares 265,076 Value ($000) $12,241 Avg Close — Range —
Q1 2023
Shares 282,227 Value ($000) $12,748 Avg Close — Range —
Q4 2022
Shares 333,211 Value ($000) $13,985 Avg Close — Range —
Q3 2022
Shares 547,591 Value ($000) $19,910 Avg Close — Range —
Q2 2022
Shares 592,385 Value ($000) $24,169 Avg Close — Range —
Q1 2022
Shares 634,508 Value ($000) $30,475 Avg Close — Range —
Q4 2021
Shares 628,595 Value ($000) $32,096 Avg Close — Range —
Q3 2021
Shares 625,413 Value ($000) $31,577 Avg Close — Range —
Q2 2021
Shares 627,414 Value ($000) $32,324 Avg Close — Range —
Q1 2021
Shares 634,031 Value ($000) $31,137 Avg Close — Range —
Q4 2020
Shares 650,106 Value ($000) $30,692 Avg Close — Range —
Q3 2020
Shares 666,775 Value ($000) $27,271 Avg Close — Range —
Q2 2020
Shares 671,877 Value ($000) $26,062 Avg Close — Range —
Q1 2020
Shares 671,185 Value ($000) $22,377 Avg Close — Range —
Q4 2019
Shares 631,250 Value ($000) $27,813 Avg Close — Range —
Q3 2019
Shares 642,773 Value ($000) $26,405 Avg Close — Range —
Q2 2019
Shares 628,328 Value ($000) $26,208 Avg Close — Range —
Q1 2019
Shares 625,219 Value ($000) $25,553 Avg Close — Range —
Q4 2018
Shares 631,431 Value ($000) $23,426 Avg Close — Range —
Q3 2018
Shares 595,339 Value ($000) $25,760 Avg Close — Range —