VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

BIRCH FINANCIAL GROUP, LLC's Holding History (CIK: 0002083592)

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

Q4 2025
Shares 55,490 Value ($000) $3,466 Avg Close — Range —
Q3 2025
Shares 53,967 Value ($000) $3,234 Avg Close — Range —
Q2 2025
Shares 52,487 Value ($000) $2,992 Avg Close — Range —
Q1 2025
Shares 55,121 Value ($000) $2,802 Avg Close — Range —
Q4 2024
Shares 22,273 Value ($000) $1,065 Avg Close — Range —