VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Wingate Wealth Advisors, Inc.'s Holding History (CIK: 0002041800)

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

Q4 2025
Shares 58,143 Value ($000) $3,632 Avg Close — Range —
Q3 2025
Shares 54,739 Value ($000) $3,280 Avg Close — Range —
Q2 2025
Shares 53,018 Value ($000) $3,023 Avg Close — Range —
Q1 2025
Shares 7,658 Value ($000) $389 Avg Close — Range —
Q4 2024
Shares 6,683 Value ($000) $320 Avg Close — Range —