VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

Heritage Wealth Management, Inc.'s Holding History (CIK: 0001944755)

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

Q4 2025
Shares 4,957 Value ($000) $1,439 Avg Close — Range —
Q3 2025
Shares 5,164 Value ($000) $1,517 Avg Close — Range —
Q2 2025
Shares 5,179 Value ($000) $1,449 Avg Close — Range —
Q1 2025
Shares 5,386 Value ($000) $1,393 Avg Close — Range —
Q4 2024
Shares 5,167 Value ($000) $1,365 Avg Close — Range —
Q3 2024
Shares 5,148 Value ($000) $1,358 Avg Close — Range —
Q2 2024
Shares 5,659 Value ($000) $1,368 Avg Close — Range —