VANGUARD INDEX FDS

Ticker: VB CUSIP: 922908751 Class: Exchange Traded Fund

Heritage Investment Group, Inc.'s Holding History (CIK: 0001876811)

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

Q4 2025
Shares 2,570 Value ($000) $663 Avg Close Range
Q3 2025
Shares 2,575 Value ($000) $655 Avg Close Range
Q2 2025
Shares 2,570 Value ($000) $609 Avg Close Range
Q1 2025
Shares 2,570 Value ($000) $570 Avg Close Range
Q4 2024
Shares 1,985 Value ($000) $477 Avg Close Range
Q3 2024
Shares 1,985 Value ($000) $471 Avg Close Range
Q2 2024
Shares 1,985 Value ($000) $433 Avg Close Range
Q1 2024
Shares 1,985 Value ($000) $454 Avg Close Range
Q4 2023
Shares 1,484 Value ($000) $317 Avg Close Range
Q3 2023
Shares 1,484 Value ($000) $281 Avg Close Range
Q2 2023
Shares 1,484 Value ($000) $295 Avg Close Range
Q1 2023
Shares 1,484 Value ($000) $281 Avg Close Range
Q4 2022
Shares 1,484 Value ($000) $272 Avg Close Range
Q3 2022
Shares 1,484 Value ($000) $254 Avg Close Range
Q1 2022
Shares 1,033 Value ($000) $220 Avg Close Range
Q4 2021
Shares 999 Value ($000) $226 Avg Close Range