VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Heritage Financial Services, LLC's Holding History (CIK: 0001752035)

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

Q4 2025
Shares 3,828 Value ($000) $2,401 Avg Close — Range —
Q3 2025
Shares 4,325 Value ($000) $2,649 Avg Close — Range —
Q2 2025
Shares 4,017 Value ($000) $2,282 Avg Close — Range —
Q1 2025
Shares 3,226 Value ($000) $1,658 Avg Close — Range —
Q4 2024
Shares 3,231 Value ($000) $1,741 Avg Close — Range —
Q3 2024
Shares 2,997 Value ($000) $1,581 Avg Close — Range —
Q2 2024
Shares 3,066 Value ($000) $1,533 Avg Close — Range —
Q1 2024
Shares 2,627 Value ($000) $1,263 Avg Close — Range —
Q4 2023
Shares 3,700 Value ($000) $1,616 Avg Close — Range —
Q3 2023
Shares 951 Value ($000) $373 Avg Close — Range —
Q2 2023
Shares 1,677 Value ($000) $683 Avg Close — Range —
Q1 2023
Shares 673 Value ($000) $253 Avg Close — Range —
Q4 2022
Shares 1,634 Value ($000) $574 Avg Close — Range —
Q3 2022
Shares 678 Value ($000) $222 Avg Close — Range —
Q2 2022
Shares 867 Value ($000) $300 Avg Close — Range —
Q1 2022
Shares 1,050 Value ($000) $435 Avg Close — Range —
Q4 2021
Shares 765 Value ($000) $333 Avg Close — Range —