VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

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

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

Q3 2025
Shares 1,415 Value ($000) $264 Avg Close — Range —
Q2 2025
Shares 1,434 Value ($000) $253 Avg Close — Range —
Q1 2025
Shares 1,519 Value ($000) $262 Avg Close — Range —