VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 805 Value ($000) $393 Avg Close — Range —
Q3 2025
Shares 805 Value ($000) $386 Avg Close — Range —
Q2 2025
Shares 805 Value ($000) $353 Avg Close — Range —
Q1 2025
Shares 1,166 Value ($000) $432 Avg Close — Range —
Q4 2024
Shares 1,166 Value ($000) $478 Avg Close — Range —
Q3 2024
Shares 1,741 Value ($000) $668 Avg Close — Range —
Q2 2024
Shares 485 Value ($000) $181 Avg Close — Range —
Q1 2024
Shares 485 Value ($000) $167 Avg Close — Range —
Q4 2023
Shares 211 Value ($000) $65 Avg Close — Range —
Q3 2023
Shares 303 Value ($000) $83 Avg Close — Range —
Q4 2022
Shares 200 Value ($000) $43 Avg Close — Range —