VANGUARD INDEX FDS

Ticker: VB CUSIP: 922908751 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 3,587 Value ($000) $925 Avg Close — Range —
Q3 2025
Shares 3,531 Value ($000) $898 Avg Close — Range —
Q2 2025
Shares 3,816 Value ($000) $904 Avg Close — Range —
Q1 2025
Shares 4,765 Value ($000) $1,057 Avg Close — Range —
Q4 2024
Shares 5,189 Value ($000) $1,247 Avg Close — Range —
Q3 2024
Shares 5,058 Value ($000) $1,200 Avg Close — Range —
Q2 2024
Shares 5,383 Value ($000) $1,165 Avg Close — Range —