VANGUARD WHITEHALL FDS

Ticker: VYMI CUSIP: 921946794 Class: International Equity ETF

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

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

Q4 2025
Shares 63,635 Value ($000) $5,727 Avg Close — Range —
Q3 2025
Shares 59,228 Value ($000) $5,015 Avg Close — Range —
Q2 2025
Shares 56,444 Value ($000) $4,522 Avg Close — Range —
Q1 2025
Shares 55,203 Value ($000) $4,068 Avg Close — Range —
Q4 2024
Shares 51,196 Value ($000) $3,475 Avg Close — Range —
Q3 2024
Shares 51,032 Value ($000) $3,747 Avg Close — Range —
Q2 2024
Shares 49,874 Value ($000) $3,418 Avg Close — Range —
Q1 2024
Shares 49,004 Value ($000) $3,371 Avg Close — Range —
Q4 2023
Shares 47,388 Value ($000) $3,151 Avg Close — Range —
Q3 2023
Shares 47,412 Value ($000) $2,934 Avg Close — Range —
Q2 2023
Shares 50,832 Value ($000) $3,213 Avg Close — Range —
Q1 2023
Shares 47,902 Value ($000) $2,968 Avg Close — Range —
Q2 2022
Shares 6,842 Value ($000) $402 Avg Close — Range —