VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 3,928 Value ($000) $2,463 Avg Close — Range —
Q3 2025
Shares 3,804 Value ($000) $2,329 Avg Close — Range —
Q2 2025
Shares 4,098 Value ($000) $2,328 Avg Close — Range —
Q1 2025
Shares 3,959 Value ($000) $2,035 Avg Close — Range —
Q4 2024
Shares 5,315 Value ($000) $2,864 Avg Close — Range —
Q3 2024
Shares 5,140 Value ($000) $2,712 Avg Close — Range —
Q2 2024
Shares 10,072 Value ($000) $5,135 Avg Close — Range —