VANGUARD CHARLOTTE FDS

Ticker: BNDX CUSIP: 92203J407 Class: TOTAL INT BD ETF

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

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

Q4 2025
Shares 13,178 Value ($000) $637 Avg Close — Range —
Q3 2025
Shares 13,178 Value ($000) $652 Avg Close — Range —
Q2 2025
Shares 13,178 Value ($000) $652 Avg Close — Range —
Q1 2025
Shares 13,178 Value ($000) $643 Avg Close — Range —