VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Lord & Richards Wealth Management, LLC's Holding History (CIK: 0002045252)

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

Q4 2025
Shares 117,231 Value ($000) $7,323 Avg Close Range
Q3 2025
Shares 75,540 Value ($000) $4,526 Avg Close Range
Q2 2025
Shares 68,846 Value ($000) $3,925 Avg Close Range
Q1 2025
Shares 59,398 Value ($000) $3,019 Avg Close Range
Q4 2024
Shares 25,983 Value ($000) $1,243 Avg Close Range