VANGUARD SCOTTSDALE FDS

Ticker: VCLT CUSIP: 92206C813 Class: LG-TERM COR BD

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

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

Q4 2025
Shares 12,554 Value ($000) $952 Avg Close Range
Q3 2025
Shares 9,604 Value ($000) $746 Avg Close Range
Q2 2025
Shares 4,845 Value ($000) $368 Avg Close Range
Q1 2025
Shares 6,362 Value ($000) $483 Avg Close Range
Q4 2024
Shares 6,712 Value ($000) $502 Avg Close Range
Q3 2024
Shares 5,767 Value ($000) $468 Avg Close Range
Q2 2024
Shares 4,777 Value ($000) $367 Avg Close Range