VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Heritage Financial Services, LLC's Holding History (CIK: 0001752035)

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

Q4 2025
Shares 11,466 Value ($000) $3,844 Avg Close — Range —
Q3 2025
Shares 10,658 Value ($000) $3,498 Avg Close — Range —
Q2 2025
Shares 12,107 Value ($000) $3,680 Avg Close — Range —
Q1 2025
Shares 13,860 Value ($000) $3,809 Avg Close — Range —
Q4 2024
Shares 8,064 Value ($000) $2,337 Avg Close — Range —
Q3 2024
Shares 8,721 Value ($000) $2,469 Avg Close — Range —
Q2 2024
Shares 9,682 Value ($000) $2,590 Avg Close — Range —
Q1 2024
Shares 9,281 Value ($000) $2,412 Avg Close — Range —
Q4 2023
Shares 9,464 Value ($000) $2,245 Avg Close — Range —
Q3 2023
Shares 9,044 Value ($000) $1,921 Avg Close — Range —
Q2 2023
Shares 9,937 Value ($000) $2,189 Avg Close — Range —
Q1 2023
Shares 10,114 Value ($000) $2,064 Avg Close — Range —
Q4 2022
Shares 9,635 Value ($000) $1,842 Avg Close — Range —
Q3 2022
Shares 4,994 Value ($000) $896 Avg Close — Range —
Q2 2022
Shares 3,045 Value ($000) $574 Avg Close — Range —
Q1 2022
Shares 3,470 Value ($000) $790 Avg Close — Range —
Q4 2021
Shares 2,728 Value ($000) $658 Avg Close — Range —