VANGUARD SPECIALIZED FUNDS

Ticker: VIG CUSIP: 921908844 Class: DIV APP ETF

Heritage Wealth Management, Inc.'s Holding History (CIK: 0001944755)

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

Q4 2025
Shares 2,068 Value ($000) $455 Avg Close Range
Q3 2025
Shares 2,098 Value ($000) $453 Avg Close Range
Q2 2025
Shares 2,269 Value ($000) $464 Avg Close Range
Q1 2025
Shares 2,273 Value ($000) $441 Avg Close Range
Q4 2024
Shares 2,152 Value ($000) $421 Avg Close Range
Q3 2024
Shares 2,216 Value ($000) $439 Avg Close Range
Q2 2024
Shares 2,462 Value ($000) $453 Avg Close Range