VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Heirloom Wealth Management's Holding History (CIK: 0001882903)

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

Q4 2025
Shares 686 Value ($000) $230 Avg Close — Range —
Q1 2024
Shares 895 Value ($000) $233 Avg Close — Range —
Q4 2023
Shares 1,337 Value ($000) $317 Avg Close — Range —
Q3 2023
Shares 1,320 Value ($000) $280 Avg Close — Range —
Q2 2023
Shares 1,269 Value ($000) $280 Avg Close — Range —