VANGUARD MUN BD FDS

Ticker: VTEB CUSIP: 922907746 Class: ETF

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

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

Q4 2025
Shares 5,425 Value ($000) $273 Avg Close — Range —
Q3 2025
Shares 5,190 Value ($000) $260 Avg Close — Range —
Q2 2025
Shares 5,190 Value ($000) $254 Avg Close — Range —
Q1 2025
Shares 7,240 Value ($000) $359 Avg Close — Range —
Q4 2024
Shares 7,240 Value ($000) $363 Avg Close — Range —
Q3 2024
Shares 7,240 Value ($000) $370 Avg Close — Range —
Q2 2024
Shares 7,565 Value ($000) $380 Avg Close — Range —