Peak Financial Management, Inc.

Position in VEA — Vanguard FTSE Developed Markets ETF

CIK 1669662 WELLESLEY, MA

Position in VEA

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,480,312

+$85,420 QoQ

Shares Held

23,101

+3.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,480,312	23,101	+3.5%	Shares	Sole	2026-04-28
2025-12-31	$1,394,892	22,329	-2.6%	Shares	Sole	2026-01-23
2025-09-30	$1,373,725	22,926	0.0%	Shares	Sole	2025-10-09
2025-06-30	$1,307,011	22,926	0.0%	Shares	Sole	2025-07-23
2025-03-31	$1,165,328	22,926	-0.4%	Shares	Sole	2025-05-13
2024-12-31	$1,100,386	23,011	-9.2%	Shares	Sole	2025-01-22
2024-09-30	$1,337,994	25,336	-0.9%	Shares	Sole	2024-10-15
2024-06-30	$1,263,224	25,561	-4.9%	Shares	Sole	2024-07-23
2024-03-31	$1,348,619	26,881	0.0%	Shares	Sole	2024-04-23
2023-12-31	$1,287,599	26,881	+0.8%	Shares	Sole	2024-01-18
2023-09-30	$1,165,968	26,669	-15.5%	Shares	Sole	2023-10-25
2023-06-30	$1,457,348	31,558	-1.7%	Shares	Sole	2023-07-27
2023-03-31	$1,450,182	32,105	+0.0%	Shares	Sole	2023-04-25
2022-12-31	$1,346,859	32,091	+34.8%	Shares	Sole	2023-01-30
2022-09-30	$865,440	23,802	+200.7%	Shares	Sole	2022-10-28
2022-06-30	$322,932	7,915	0.0%	Shares	Sole	2022-07-29
2022-03-31	$380,157	7,915	0.0%	Shares	Sole	2022-04-20
2021-12-31	$404,139	7,915	0.0%	Shares	Sole	2022-01-27
2021-09-30	$399,628	7,915	0.0%	Shares	Sole	2021-10-19
2021-06-30	$407,780	7,915	-6.0%	Shares	Sole	2021-08-04
2021-03-31	$413,457	8,419	-31.2%	Shares	Sole	2021-04-29
2020-12-31	$577,331	12,229	+19.7%	Shares	Sole	2021-01-26
2020-09-30	$417,916	10,218	—	Shares	Sole	2020-10-19
No filing history on record for this holder in this stock.