VANGUARD INDEX FDS

Ticker: VB CUSIP: 922908751 Class: Exchange Traded Fund

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q4 2025
Shares 352,930 Value ($000) $91,038 Avg Close — Range —
Q3 2025
Shares 349,079 Value ($000) $88,764 Avg Close — Range —
Q2 2025
Shares 345,967 Value ($000) $81,987 Avg Close — Range —
Q1 2025
Shares 341,162 Value ($000) $75,653 Avg Close — Range —
Q4 2024
Shares 357,040 Value ($000) $85,790 Avg Close — Range —
Q3 2024
Shares 353,501 Value ($000) $83,854 Avg Close — Range —
Q2 2024
Shares 350,497 Value ($000) $76,422 Avg Close — Range —
Q1 2024
Shares 347,720 Value ($000) $79,485 Avg Close — Range —
Q4 2023
Shares 350,656 Value ($000) $74,805 Avg Close — Range —
Q3 2023
Shares 345,629 Value ($000) $65,348 Avg Close — Range —
Q2 2023
Shares 344,041 Value ($000) $68,426 Avg Close — Range —
Q1 2023
Shares 336,706 Value ($000) $63,826 Avg Close — Range —
Q4 2022
Shares 328,336 Value ($000) $60,263 Avg Close — Range —
Q3 2022
Shares 317,513 Value ($000) $54,266 Avg Close — Range —
Q2 2022
Shares 306,111 Value ($000) $53,909 Avg Close — Range —
Q1 2022
Shares 298,030 Value ($000) $63,337 Avg Close — Range —
Q4 2021
Shares 290,069 Value ($000) $65,556 Avg Close — Range —
Q3 2021
Shares 290,966 Value ($000) $63,625 Avg Close — Range —
Q2 2021
Shares 288,194 Value ($000) $64,924 Avg Close — Range —
Q1 2021
Shares 291,159 Value ($000) $62,331 Avg Close — Range —
Q4 2020
Shares 368,273 Value ($000) $71,695 Avg Close — Range —
Q3 2020
Shares 363,451 Value ($000) $55,899 Avg Close — Range —
Q2 2020
Shares 367,893 Value ($000) $53,609 Avg Close — Range —
Q1 2020
Shares 344,384 Value ($000) $39,756 Avg Close — Range —
Q4 2019
Shares 251,147 Value ($000) $41,600 Avg Close — Range —