VANGUARD WORLD FD

Ticker: MGK CUSIP: 921910816 Class: MEGA GRWTH IND

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

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

Q4 2025
Shares 2,472 Value ($000) $1,020 Avg Close — Range —
Q3 2025
Shares 2,472 Value ($000) $995 Avg Close — Range —
Q2 2025
Shares 2,472 Value ($000) $905 Avg Close — Range —
Q1 2025
Shares 2,505 Value ($000) $774 Avg Close — Range —
Q4 2024
Shares 2,455 Value ($000) $843 Avg Close — Range —
Q3 2024
Shares 2,455 Value ($000) $790 Avg Close — Range —
Q2 2024
Shares 2,478 Value ($000) $779 Avg Close — Range —
Q1 2024
Shares 2,478 Value ($000) $710 Avg Close — Range —