VANGUARD BD INDEX FDS

Ticker: BSV CUSIP: 921937827 Class: SHORT TRM BOND

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

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

Q3 2025
Shares 150 Value ($000) $12 Avg Close — Range —
Q3 2023
Shares 273,097 Value ($000) $20,529 Avg Close — Range —
Q2 2023
Shares 270,961 Value ($000) $20,477 Avg Close — Range —
Q1 2023
Shares 265,116 Value ($000) $20,279 Avg Close — Range —
Q4 2022
Shares 258,149 Value ($000) $19,433 Avg Close — Range —
Q3 2022
Shares 272,246 Value ($000) $20,369 Avg Close — Range —
Q2 2022
Shares 270,445 Value ($000) $20,767 Avg Close — Range —
Q1 2022
Shares 267,415 Value ($000) $20,832 Avg Close — Range —
Q4 2021
Shares 86,858 Value ($000) $7,021 Avg Close — Range —
Q3 2021
Shares 92,085 Value ($000) $7,545 Avg Close — Range —
Q2 2021
Shares 89,279 Value ($000) $7,335 Avg Close — Range —
Q1 2021
Shares 91,880 Value ($000) $7,552 Avg Close — Range —
Q4 2020
Shares 116,283 Value ($000) $9,640 Avg Close — Range —
Q3 2020
Shares 5,574 Value ($000) $463 Avg Close — Range —
Q2 2020
Shares 6,905 Value ($000) $574 Avg Close — Range —
Q1 2020
Shares 10,193 Value ($000) $838 Avg Close — Range —
Q4 2019
Shares 257,752 Value ($000) $20,777 Avg Close — Range —