VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 1,109 Value ($000) $695 Avg Close — Range —
Q3 2025
Shares 1,109 Value ($000) $679 Avg Close — Range —
Q2 2025
Shares 957 Value ($000) $544 Avg Close — Range —
Q1 2025
Shares 957 Value ($000) $492 Avg Close — Range —
Q4 2024
Shares 957 Value ($000) $516 Avg Close — Range —
Q3 2024
Shares 957 Value ($000) $505 Avg Close — Range —
Q2 2024
Shares 957 Value ($000) $479 Avg Close — Range —
Q1 2024
Shares 746 Value ($000) $359 Avg Close — Range —
Q4 2023
Shares 746 Value ($000) $326 Avg Close — Range —
Q3 2023
Shares 746 Value ($000) $293 Avg Close — Range —
Q2 2023
Shares 746 Value ($000) $304 Avg Close — Range —
Q1 2023
Shares 746 Value ($000) $281 Avg Close — Range —
Q4 2022
Shares 2,050 Value ($000) $720 Avg Close — Range —
Q3 2022
Shares 746 Value ($000) $245 Avg Close — Range —
Q2 2022
Shares 933 Value ($000) $324 Avg Close — Range —
Q1 2022
Shares 785 Value ($000) $326 Avg Close — Range —