VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

Heirloom Wealth Management's Holding History (CIK: 0001882903)

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

Q4 2025
Shares 1,690 Value ($000) $490 Avg Close — Range —
Q3 2025
Shares 1,652 Value ($000) $485 Avg Close — Range —
Q2 2025
Shares 1,652 Value ($000) $462 Avg Close — Range —
Q1 2025
Shares 1,652 Value ($000) $427 Avg Close — Range —
Q4 2024
Shares 1,652 Value ($000) $436 Avg Close — Range —
Q3 2024
Shares 1,652 Value ($000) $436 Avg Close — Range —
Q2 2024
Shares 1,652 Value ($000) $400 Avg Close — Range —
Q1 2024
Shares 1,652 Value ($000) $413 Avg Close — Range —
Q4 2023
Shares 1,699 Value ($000) $395 Avg Close — Range —
Q3 2023
Shares 1,653 Value ($000) $344 Avg Close — Range —
Q2 2023
Shares 1,988 Value ($000) $438 Avg Close — Range —
Q1 2023
Shares 1,848 Value ($000) $390 Avg Close — Range —
Q4 2022
Shares 2,030 Value ($000) $414 Avg Close — Range —
Q2 2022
Shares 3,300 Value ($000) $716 Avg Close — Range —