VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

Heritage Wealth Management, Inc. /CA/'s Holding History (CIK: 0002012170)

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

Q4 2025
Shares 5,025 Value ($000) $960 Avg Close — Range —
Q3 2025
Shares 9,292 Value ($000) $1,733 Avg Close — Range —
Q2 2025
Shares 9,043 Value ($000) $1,598 Avg Close — Range —
Q1 2025
Shares 4,719 Value ($000) $815 Avg Close — Range —
Q4 2024
Shares 4,949 Value ($000) $838 Avg Close — Range —
Q3 2024
Shares 1,405 Value ($000) $245 Avg Close — Range —
Q2 2024
Shares 1,475 Value ($000) $237 Avg Close — Range —
Q1 2024
Shares 1,924 Value ($000) $313 Avg Close — Range —
Q4 2023
Shares 1,924 Value ($000) $288 Avg Close — Range —