VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

Heritage Financial Services, LLC's Holding History (CIK: 0001752035)

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

Q4 2025
Shares 2,241 Value ($000) $650 Avg Close — Range —
Q3 2025
Shares 2,460 Value ($000) $723 Avg Close — Range —
Q2 2025
Shares 2,419 Value ($000) $677 Avg Close — Range —
Q1 2025
Shares 2,630 Value ($000) $680 Avg Close — Range —
Q4 2024
Shares 2,565 Value ($000) $677 Avg Close — Range —
Q3 2024
Shares 2,473 Value ($000) $652 Avg Close — Range —
Q2 2024
Shares 2,634 Value ($000) $638 Avg Close — Range —
Q1 2024
Shares 3,059 Value ($000) $764 Avg Close — Range —
Q4 2023
Shares 3,640 Value ($000) $847 Avg Close — Range —
Q3 2023
Shares 3,690 Value ($000) $768 Avg Close — Range —
Q2 2023
Shares 4,218 Value ($000) $929 Avg Close — Range —
Q1 2023
Shares 3,584 Value ($000) $756 Avg Close — Range —
Q4 2022
Shares 4,837 Value ($000) $986 Avg Close — Range —
Q3 2022
Shares 3,584 Value ($000) $673 Avg Close — Range —
Q2 2022
Shares 3,584 Value ($000) $705 Avg Close — Range —
Q1 2022
Shares 3,684 Value ($000) $876 Avg Close — Range —
Q4 2021
Shares 3,523 Value ($000) $897 Avg Close — Range —