VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 1,846 Value ($000) $619 Avg Close — Range —
Q3 2025
Shares 1,802 Value ($000) $591 Avg Close — Range —
Q2 2025
Shares 1,101 Value ($000) $335 Avg Close — Range —
Q1 2025
Shares 1,101 Value ($000) $303 Avg Close — Range —
Q4 2024
Shares 989 Value ($000) $287 Avg Close — Range —
Q3 2024
Shares 975 Value ($000) $276 Avg Close — Range —
Q2 2024
Shares 952 Value ($000) $255 Avg Close — Range —
Q1 2024
Shares 865 Value ($000) $225 Avg Close — Range —
Q3 2022
Shares 2,045 Value ($000) $367 Avg Close — Range —
Q2 2022
Shares 2,045 Value ($000) $386 Avg Close — Range —
Q1 2022
Shares 2,045 Value ($000) $466 Avg Close — Range —
Q4 2021
Shares 2,302 Value ($000) $556 Avg Close — Range —
Q3 2021
Shares 2,302 Value ($000) $511 Avg Close — Range —
Q2 2021
Shares 1,988 Value ($000) $443 Avg Close — Range —
Q1 2021
Shares 1,988 Value ($000) $411 Avg Close — Range —
Q4 2020
Shares 1,930 Value ($000) $376 Avg Close — Range —
Q3 2020
Shares 1,930 Value ($000) $329 Avg Close — Range —
Q2 2020
Shares 1,930 Value ($000) $302 Avg Close — Range —