VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 4,493 Value ($000) $1,506 Avg Close — Range —
Q3 2025
Shares 4,866 Value ($000) $1,597 Avg Close — Range —
Q2 2025
Shares 4,731 Value ($000) $1,438 Avg Close — Range —
Q1 2025
Shares 4,807 Value ($000) $1,321 Avg Close — Range —
Q4 2024
Shares 4,762 Value ($000) $1,380 Avg Close — Range —
Q3 2024
Shares 4,762 Value ($000) $1,348 Avg Close — Range —
Q2 2024
Shares 4,880 Value ($000) $1,305 Avg Close — Range —
Q1 2024
Shares 4,992 Value ($000) $1,297 Avg Close — Range —
Q4 2023
Shares 5,093 Value ($000) $1,208 Avg Close — Range —
Q3 2023
Shares 5,093 Value ($000) $1,082 Avg Close — Range —
Q2 2023
Shares 5,183 Value ($000) $1,142 Avg Close — Range —
Q1 2023
Shares 5,183 Value ($000) $1,058 Avg Close — Range —
Q4 2022
Shares 5,342 Value ($000) $1,021 Avg Close — Range —
Q3 2022
Shares 5,464 Value ($000) $981 Avg Close — Range —
Q2 2022
Shares 5,464 Value ($000) $1,031 Avg Close — Range —
Q1 2022
Shares 5,661 Value ($000) $1,289 Avg Close — Range —
Q4 2021
Shares 5,862 Value ($000) $1,415 Avg Close — Range —