VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

Heritage Wealth Management, Inc.'s Holding History (CIK: 0001944755)

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

Q4 2025
Shares 2,611 Value ($000) $375 Avg Close — Range —
Q3 2025
Shares 2,611 Value ($000) $368 Avg Close — Range —
Q2 2025
Shares 2,619 Value ($000) $349 Avg Close — Range —
Q1 2025
Shares 2,619 Value ($000) $338 Avg Close — Range —
Q4 2024
Shares 2,486 Value ($000) $317 Avg Close — Range —
Q3 2024
Shares 2,513 Value ($000) $322 Avg Close — Range —
Q2 2024
Shares 2,513 Value ($000) $298 Avg Close — Range —