VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

BWM Planning, LLC's Holding History (CIK: 0002039698)

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

Q4 2025
Shares 8,867 Value ($000) $554 Avg Close — Range —
Q3 2025
Shares 8,849 Value ($000) $530 Avg Close — Range —
Q2 2025
Shares 8,846 Value ($000) $504 Avg Close — Range —
Q1 2025
Shares 8,841 Value ($000) $449 Avg Close — Range —
Q4 2024
Shares 8,838 Value ($000) $423 Avg Close — Range —
Q3 2024
Shares 8,408 Value ($000) $444 Avg Close — Range —