VANGUARD BD INDEX FDS

Ticker: BIV CUSIP: 921937819 Class: Fixed Income ETF

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

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

Q4 2025
Shares 224,427 Value ($000) $17,478 Avg Close — Range —
Q3 2025
Shares 220,212 Value ($000) $17,196 Avg Close — Range —
Q2 2025
Shares 216,271 Value ($000) $16,726 Avg Close — Range —
Q1 2025
Shares 216,065 Value ($000) $16,544 Avg Close — Range —
Q4 2024
Shares 202,562 Value ($000) $15,137 Avg Close — Range —
Q3 2024
Shares 202,209 Value ($000) $15,847 Avg Close — Range —