VANGUARD MUN BD FDS

Ticker: VTEB CUSIP: 922907746 Class: ETF

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

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

Q4 2025
Shares 406,197 Value ($000) $20,428 Avg Close — Range —
Q3 2025
Shares 404,534 Value ($000) $20,255 Avg Close — Range —
Q2 2025
Shares 393,005 Value ($000) $19,269 Avg Close — Range —
Q1 2025
Shares 397,450 Value ($000) $19,721 Avg Close — Range —
Q4 2024
Shares 369,850 Value ($000) $18,541 Avg Close — Range —
Q3 2024
Shares 366,117 Value ($000) $18,716 Avg Close — Range —
Q2 2024
Shares 355,049 Value ($000) $17,792 Avg Close — Range —
Q1 2024
Shares 345,200 Value ($000) $17,467 Avg Close — Range —
Q4 2023
Shares 323,610 Value ($000) $16,520 Avg Close — Range —
Q3 2023
Shares 325,400 Value ($000) $15,652 Avg Close — Range —
Q2 2023
Shares 317,030 Value ($000) $15,921 Avg Close — Range —
Q1 2023
Shares 300,291 Value ($000) $15,213 Avg Close — Range —
Q4 2022
Shares 277,309 Value ($000) $13,724 Avg Close — Range —
Q3 2022
Shares 281,801 Value ($000) $13,566 Avg Close — Range —
Q2 2022
Shares 266,724 Value ($000) $13,315 Avg Close — Range —
Q1 2022
Shares 238,508 Value ($000) $12,295 Avg Close — Range —
Q4 2021
Shares 231,443 Value ($000) $12,709 Avg Close — Range —
Q3 2021
Shares 227,507 Value ($000) $12,461 Avg Close — Range —
Q2 2021
Shares 221,394 Value ($000) $12,243 Avg Close — Range —
Q1 2021
Shares 216,740 Value ($000) $11,843 Avg Close — Range —
Q4 2020
Shares 198,385 Value ($000) $10,949 Avg Close — Range —
Q3 2020
Shares 202,408 Value ($000) $11,019 Avg Close — Range —
Q2 2020
Shares 200,907 Value ($000) $10,877 Avg Close — Range —
Q1 2020
Shares 193,576 Value ($000) $10,240 Avg Close — Range —
Q4 2019
Shares 133,661 Value ($000) $7,156 Avg Close — Range —