VANGUARD WORLD FD

Ticker: EDV CUSIP: 921910709 Class: EXTENDED DUR

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q2 2024
Shares 160,168 Value ($000) $11,758 Avg Close — Range —
Q1 2024
Shares 156,703 Value ($000) $12,003 Avg Close — Range —
Q3 2023
Shares 43,663 Value ($000) $3,058 Avg Close — Range —
Q2 2023
Shares 43,800 Value ($000) $3,814 Avg Close — Range —
Q1 2023
Shares 38,536 Value ($000) $3,489 Avg Close — Range —
Q4 2022
Shares 60,521 Value ($000) $5,013 Avg Close — Range —