VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q4 2025
Shares 353,659 Value ($000) $22,093 Avg Close — Range —
Q3 2025
Shares 370,902 Value ($000) $22,224 Avg Close — Range —
Q2 2025
Shares 368,204 Value ($000) $20,991 Avg Close — Range —
Q1 2025
Shares 350,735 Value ($000) $17,828 Avg Close — Range —
Q4 2024
Shares 336,950 Value ($000) $16,113 Avg Close — Range —
Q3 2024
Shares 312,875 Value ($000) $16,523 Avg Close — Range —
Q2 2024
Shares 298,868 Value ($000) $14,770 Avg Close — Range —
Q1 2024
Shares 287,534 Value ($000) $14,426 Avg Close — Range —
Q4 2023
Shares 323,056 Value ($000) $15,474 Avg Close — Range —
Q3 2023
Shares 306,635 Value ($000) $13,406 Avg Close — Range —
Q2 2023
Shares 222,692 Value ($000) $10,284 Avg Close — Range —
Q1 2023
Shares 221,466 Value ($000) $10,004 Avg Close — Range —
Q4 2022
Shares 195,558 Value ($000) $8,207 Avg Close — Range —
Q3 2022
Shares 159,221 Value ($000) $5,789 Avg Close — Range —
Q2 2022
Shares 143,923 Value ($000) $5,872 Avg Close — Range —
Q1 2022
Shares 130,480 Value ($000) $6,267 Avg Close — Range —
Q4 2021
Shares 97,679 Value ($000) $4,988 Avg Close — Range —
Q3 2021
Shares 89,396 Value ($000) $4,513 Avg Close — Range —
Q2 2021
Shares 85,153 Value ($000) $4,387 Avg Close — Range —
Q1 2021
Shares 65,003 Value ($000) $3,192 Avg Close — Range —
Q4 2020
Shares 59,371 Value ($000) $2,803 Avg Close — Range —
Q3 2020
Shares 48,023 Value ($000) $1,964 Avg Close — Range —
Q2 2020
Shares 42,135 Value ($000) $1,634 Avg Close — Range —
Q1 2020
Shares 27,752 Value ($000) $925 Avg Close — Range —
Q4 2019
Shares 25,528 Value ($000) $1,119 Avg Close — Range —