VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Peak Retirement Planning, Inc.'s Holding History (CIK: 0002056697)

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

Q4 2025
Shares 366,490 Value ($000) $22,895 Avg Close — Range —
Q3 2025
Shares 264,360 Value ($000) $15,840 Avg Close — Range —
Q2 2025
Shares 137,685 Value ($000) $7,849 Avg Close — Range —
Q1 2025
Shares 31,990 Value ($000) $1,626 Avg Close — Range —
Q4 2024
Shares 25,646 Value ($000) $1,226 Avg Close — Range —