VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 3,241 Value ($000) $1,087 Avg Close — Range —
Q3 2025
Shares 3,446 Value ($000) $1,131 Avg Close — Range —
Q2 2025
Shares 3,446 Value ($000) $1,047 Avg Close — Range —
Q1 2025
Shares 3,351 Value ($000) $921 Avg Close — Range —
Q4 2024
Shares 3,282 Value ($000) $951 Avg Close — Range —
Q3 2024
Shares 2,652 Value ($000) $751 Avg Close — Range —
Q2 2024
Shares 2,962 Value ($000) $806 Avg Close — Range —