VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Heritage Wealth Management, Inc./Texas's Holding History (CIK: 0001966400)

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

Q4 2025
Shares 890 Value ($000) $298 Avg Close — Range —
Q3 2025
Shares 936 Value ($000) $307 Avg Close — Range —