VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Heritage Wealth Management, Inc. /CA/'s Holding History (CIK: 0002012170)

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

Q4 2025
Shares 2,296 Value ($000) $1,440 Avg Close — Range —
Q3 2025
Shares 2,288 Value ($000) $1,401 Avg Close — Range —
Q2 2025
Shares 2,285 Value ($000) $1,298 Avg Close — Range —
Q1 2025
Shares 3,035 Value ($000) $1,560 Avg Close — Range —
Q4 2024
Shares 2,943 Value ($000) $1,586 Avg Close — Range —
Q3 2024
Shares 1,474 Value ($000) $778 Avg Close — Range —
Q2 2024
Shares 905 Value ($000) $453 Avg Close — Range —
Q1 2024
Shares 905 Value ($000) $435 Avg Close — Range —
Q4 2023
Shares 488 Value ($000) $213 Avg Close — Range —