VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

Heritage Wealth Management, Inc./Texas's Holding History (CIK: 0001966400)

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

Q4 2025
Shares 92,128 Value ($000) $8,153 Avg Close — Range —
Q3 2025
Shares 81,556 Value ($000) $7,456 Avg Close — Range —
Q2 2025
Shares 79,843 Value ($000) $7,122 Avg Close — Range —
Q1 2025
Shares 104,263 Value ($000) $9,440 Avg Close — Range —
Q4 2024
Shares 135,799 Value ($000) $12,097 Avg Close — Range —
Q3 2024
Shares 126,272 Value ($000) $12,302 Avg Close — Range —
Q2 2024
Shares 125,440 Value ($000) $10,507 Avg Close — Range —
Q1 2024
Shares 112,849 Value ($000) $9,760 Avg Close — Range —
Q4 2023
Shares 110,970 Value ($000) $9,805 Avg Close — Range —
Q3 2023
Shares 112,023 Value ($000) $8,476 Avg Close — Range —
Q2 2023
Shares 110,112 Value ($000) $9,201 Avg Close — Range —
Q1 2023
Shares 106,429 Value ($000) $8,838 Avg Close — Range —
Q4 2022
Shares 104,109 Value ($000) $8,587 Avg Close — Range —