VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

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

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

Q4 2025
Shares 140,195 Value ($000) $40,687 Avg Close — Range —
Q3 2025
Shares 138,990 Value ($000) $40,827 Avg Close — Range —
Q2 2025
Shares 136,568 Value ($000) $38,216 Avg Close — Range —
Q1 2025
Shares 135,711 Value ($000) $35,098 Avg Close — Range —
Q4 2024
Shares 141,132 Value ($000) $37,277 Avg Close — Range —
Q3 2024
Shares 139,656 Value ($000) $36,845 Avg Close — Range —
Q2 2024
Shares 138,730 Value ($000) $33,587 Avg Close — Range —
Q1 2024
Shares 137,623 Value ($000) $34,386 Avg Close — Range —
Q4 2023
Shares 138,105 Value ($000) $32,129 Avg Close — Range —
Q3 2023
Shares 136,170 Value ($000) $28,356 Avg Close — Range —
Q2 2023
Shares 135,383 Value ($000) $29,806 Avg Close — Range —
Q1 2023
Shares 132,677 Value ($000) $27,984 Avg Close — Range —
Q4 2022
Shares 128,565 Value ($000) $26,203 Avg Close — Range —
Q3 2022
Shares 124,230 Value ($000) $23,353 Avg Close — Range —
Q2 2022
Shares 118,347 Value ($000) $23,311 Avg Close — Range —
Q1 2022
Shares 114,775 Value ($000) $27,298 Avg Close — Range —
Q4 2021
Shares 117,838 Value ($000) $30,020 Avg Close — Range —
Q3 2021
Shares 118,407 Value ($000) $28,034 Avg Close — Range —
Q2 2021
Shares 116,764 Value ($000) $27,714 Avg Close — Range —
Q1 2021
Shares 117,913 Value ($000) $26,099 Avg Close — Range —
Q4 2020
Shares 130,903 Value ($000) $27,067 Avg Close — Range —
Q3 2020
Shares 129,158 Value ($000) $22,765 Avg Close — Range —
Q2 2020
Shares 318,324 Value ($000) $30,998 Avg Close — Range —
Q1 2020
Shares 162,117 Value ($000) $21,343 Avg Close — Range —
Q4 2019
Shares 169,694 Value ($000) $30,236 Avg Close — Range —