VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 10,436 Value ($000) $652 Avg Close — Range —
Q3 2025
Shares 10,350 Value ($000) $620 Avg Close — Range —
Q2 2025
Shares 10,453 Value ($000) $596 Avg Close — Range —
Q1 2025
Shares 10,378 Value ($000) $527 Avg Close — Range —
Q4 2024
Shares 10,333 Value ($000) $494 Avg Close — Range —
Q3 2024
Shares 9,861 Value ($000) $521 Avg Close — Range —
Q2 2024
Shares 9,835 Value ($000) $486 Avg Close — Range —
Q1 2024
Shares 9,749 Value ($000) $489 Avg Close — Range —
Q4 2023
Shares 9,696 Value ($000) $464 Avg Close — Range —
Q3 2023
Shares 457 Value ($000) $20 Avg Close — Range —
Q2 2023
Shares 457 Value ($000) $21 Avg Close — Range —
Q1 2023
Shares 457 Value ($000) $21 Avg Close — Range —
Q4 2022
Shares 457 Value ($000) $19 Avg Close — Range —
Q3 2022
Shares 457 Value ($000) $17 Avg Close — Range —
Q2 2022
Shares 457 Value ($000) $19 Avg Close — Range —
Q1 2022
Shares 457 Value ($000) $22 Avg Close — Range —
Q4 2021
Shares 457 Value ($000) $23 Avg Close — Range —
Q3 2021
Shares 457 Value ($000) $23,074 Avg Close — Range —
Q2 2021
Shares 457 Value ($000) $23,545 Avg Close — Range —
Q1 2021
Shares 457 Value ($000) $22,443 Avg Close — Range —
Q4 2020
Shares 457 Value ($000) $22 Avg Close — Range —
Q3 2020
Shares 457 Value ($000) $18,691 Avg Close — Range —
Q2 2020
Shares 457 Value ($000) $17,727 Avg Close — Range —
Q1 2020
Shares 1,703 Value ($000) $56,778 Avg Close — Range —
Q4 2019
Shares 1,908 Value ($000) $84,066 Avg Close — Range —
Q3 2019
Shares 1,908 Value ($000) $78 Avg Close — Range —
Q2 2019
Shares 1,058 Value ($000) $44,129 Avg Close — Range —
Q1 2019
Shares 1,058 Value ($000) $43,240 Avg Close — Range —
Q4 2018
Shares 1,058 Value ($000) $39 Avg Close — Range —
Q3 2018
Shares 1,118 Value ($000) $48 Avg Close — Range —
Q4 2014
Shares 7,961 Value ($000) $302 Avg Close — Range —
Q3 2014
Shares 336,716 Value ($000) $13,384 Avg Close — Range —
Q2 2014
Shares 318,754 Value ($000) $13,572 Avg Close — Range —
Q1 2014
Shares 312,844 Value ($000) $12,913 Avg Close — Range —
Q4 2013
Shares 284,844 Value ($000) $11,882 Avg Close — Range —