VANGUARD INDEX FDS

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

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

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

Q1 2025
Shares 1,442 Value ($000) $269 Avg Close — Range —
Q4 2024
Shares 1,376 Value ($000) $273 Avg Close — Range —