VANGUARD MUN BD FDS

Ticker: VTEI CUSIP: 922907738 Class: ETF-FIXED INCOM

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

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

Q4 2025
Shares 91,133 Value ($000) $9,189 Avg Close — Range —
Q3 2025
Shares 91,582 Value ($000) $9,188 Avg Close — Range —
Q2 2025
Shares 89,476 Value ($000) $8,819 Avg Close — Range —
Q1 2025
Shares 88,202 Value ($000) $8,716 Avg Close — Range —
Q4 2024
Shares 80,455 Value ($000) $7,996 Avg Close — Range —
Q3 2024
Shares 80,008 Value ($000) $8,096 Avg Close — Range —