VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 6,957 Value ($000) $435 Avg Close — Range —
Q3 2025
Shares 6,906 Value ($000) $414 Avg Close — Range —