VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

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

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

Q4 2025
Shares 4,617 Value ($000) $2,252 Avg Close — Range —
Q3 2025
Shares 4,617 Value ($000) $2,214 Avg Close — Range —
Q2 2025
Shares 4,541 Value ($000) $1,991 Avg Close — Range —
Q1 2025
Shares 4,367 Value ($000) $1,619 Avg Close — Range —
Q4 2024
Shares 4,411 Value ($000) $1,810 Avg Close — Range —
Q3 2024
Shares 4,338 Value ($000) $1,665 Avg Close — Range —
Q2 2024
Shares 4,338 Value ($000) $1,622 Avg Close — Range —
Q1 2024
Shares 4,255 Value ($000) $1,465 Avg Close — Range —
Q4 2023
Shares 4,359 Value ($000) $1,355 Avg Close — Range —
Q3 2023
Shares 4,255 Value ($000) $1,159 Avg Close — Range —
Q2 2023
Shares 4,132 Value ($000) $1,169 Avg Close — Range —
Q1 2023
Shares 4,427 Value ($000) $1,104 Avg Close — Range —
Q4 2022
Shares 4,285 Value ($000) $913 Avg Close — Range —
Q3 2022
Shares 4,132 Value ($000) $884 Avg Close — Range —
Q2 2022
Shares 4,132 Value ($000) $920 Avg Close — Range —
Q1 2022
Shares 4,132 Value ($000) $1,188 Avg Close — Range —
Q4 2021
Shares 4,157 Value ($000) $1,333 Avg Close — Range —