VANGUARD INDEX FDS

Ticker: VBR CUSIP: 922908611 Class: SM CP VAL ETF

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

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

Q4 2025
Shares 16,728 Value ($000) $3,543 Avg Close — Range —
Q3 2025
Shares 15,282 Value ($000) $3,190 Avg Close — Range —
Q2 2025
Shares 15,038 Value ($000) $2,933 Avg Close — Range —
Q1 2025
Shares 15,017 Value ($000) $2,798 Avg Close — Range —
Q4 2024
Shares 16,259 Value ($000) $3,222 Avg Close — Range —
Q3 2024
Shares 16,259 Value ($000) $3,264 Avg Close — Range —
Q2 2024
Shares 15,712 Value ($000) $2,868 Avg Close — Range —
Q1 2024
Shares 15,528 Value ($000) $2,980 Avg Close — Range —
Q4 2023
Shares 15,549 Value ($000) $2,798 Avg Close — Range —
Q3 2023
Shares 15,549 Value ($000) $2,480 Avg Close — Range —
Q2 2023
Shares 15,370 Value ($000) $2,542 Avg Close — Range —
Q1 2023
Shares 15,221 Value ($000) $2,416 Avg Close — Range —
Q4 2022
Shares 14,804 Value ($000) $2,351 Avg Close — Range —
Q3 2022
Shares 14,784 Value ($000) $2,120 Avg Close — Range —
Q2 2022
Shares 14,783 Value ($000) $2,215 Avg Close — Range —
Q1 2022
Shares 15,540 Value ($000) $2,734 Avg Close — Range —
Q4 2021
Shares 13,584 Value ($000) $2,429 Avg Close — Range —
Q3 2021
Shares 12,949 Value ($000) $2,192 Avg Close — Range —
Q2 2021
Shares 12,932 Value ($000) $2,246 Avg Close — Range —
Q1 2021
Shares 11,618 Value ($000) $1,924 Avg Close — Range —
Q4 2020
Shares 10,667 Value ($000) $1,517 Avg Close — Range —
Q3 2020
Shares 10,207 Value ($000) $1,129 Avg Close — Range —
Q2 2020
Shares 9,769 Value ($000) $1,045 Avg Close — Range —
Q1 2020
Shares 4,449 Value ($000) $395 Avg Close — Range —
Q4 2019
Shares 4,489 Value ($000) $615 Avg Close — Range —