VANGUARD BD INDEX FDS

Ticker: BND CUSIP: 921937835 Class: TOTAL BND MRKT

Heritage Financial Services, LLC's Holding History (CIK: 0001752035)

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

Q4 2025
Shares 13,655 Value ($000) $1,011 Avg Close — Range —
Q3 2025
Shares 13,550 Value ($000) $1,008 Avg Close — Range —
Q2 2025
Shares 13,490 Value ($000) $993 Avg Close — Range —
Q1 2025
Shares 19,507 Value ($000) $1,433 Avg Close — Range —
Q4 2024
Shares 15,783 Value ($000) $1,135 Avg Close — Range —
Q3 2024
Shares 15,127 Value ($000) $1,136 Avg Close — Range —
Q2 2024
Shares 14,461 Value ($000) $1,042 Avg Close — Range —
Q1 2024
Shares 14,165 Value ($000) $1,029 Avg Close — Range —
Q4 2023
Shares 18,346 Value ($000) $1,349 Avg Close — Range —
Q1 2022
Shares 5,982 Value ($000) $475 Avg Close — Range —