VANGUARD BD INDEX FDS

Ticker: BND CUSIP: 921937835 Class: TOTAL BND MRKT

Heritage Wealth Management, Inc. /CA/'s Holding History (CIK: 0002012170)

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

Q4 2025
Shares 62,201 Value ($000) $4,607 Avg Close — Range —
Q3 2025
Shares 44,891 Value ($000) $3,339 Avg Close — Range —
Q2 2025
Shares 44,113 Value ($000) $3,248 Avg Close — Range —
Q1 2025
Shares 44,197 Value ($000) $3,246 Avg Close — Range —
Q4 2024
Shares 49,094 Value ($000) $3,530 Avg Close — Range —
Q3 2024
Shares 45,939 Value ($000) $3,450 Avg Close — Range —
Q2 2024
Shares 46,602 Value ($000) $3,358 Avg Close — Range —
Q1 2024
Shares 47,369 Value ($000) $3,440 Avg Close — Range —
Q4 2023
Shares 39,679 Value ($000) $2,918 Avg Close — Range —