VANGUARD INDEX FDS

Ticker: VBK CUSIP: 922908595 Class: SML CP GRW ETF

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

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

Q4 2025
Shares 8,214 Value ($000) $2,482 Avg Close — Range —
Q3 2025
Shares 7,675 Value ($000) $2,284 Avg Close — Range —
Q2 2025
Shares 7,375 Value ($000) $2,042 Avg Close — Range —
Q1 2025
Shares 7,427 Value ($000) $1,870 Avg Close — Range —
Q4 2024
Shares 7,003 Value ($000) $1,961 Avg Close — Range —
Q3 2024
Shares 3,734 Value ($000) $998 Avg Close — Range —
Q2 2024
Shares 3,856 Value ($000) $965 Avg Close — Range —
Q1 2024
Shares 3,812 Value ($000) $994 Avg Close — Range —
Q4 2023
Shares 4,339 Value ($000) $1,049 Avg Close — Range —