VANGUARD SCOTTSDALE FDS

Ticker: VONE CUSIP: 92206C730 Class: ETF

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

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

Q4 2025
Shares 140,104 Value ($000) $43,298 Avg Close — Range —
Q3 2025
Shares 140,408 Value ($000) $42,452 Avg Close — Range —
Q2 2025
Shares 140,494 Value ($000) $39,459 Avg Close — Range —
Q1 2025
Shares 140,192 Value ($000) $35,589 Avg Close — Range —
Q4 2024
Shares 127,426 Value ($000) $33,987 Avg Close — Range —
Q3 2024
Shares 126,516 Value ($000) $32,903 Avg Close — Range —
Q2 2024
Shares 127,450 Value ($000) $31,362 Avg Close — Range —
Q1 2024
Shares 128,065 Value ($000) $30,520 Avg Close — Range —