VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Heritage Family Offices, LLP's Holding History (CIK: 0002019316)

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

Q4 2025
Shares 7,061 Value ($000) $2,367 Avg Close — Range —
Q3 2025
Shares 828 Value ($000) $272 Avg Close — Range —
Q2 2025
Shares 817 Value ($000) $223 Avg Close — Range —
Q1 2025
Shares 817 Value ($000) $225 Avg Close — Range —
Q4 2024
Shares 921 Value ($000) $267 Avg Close — Range —
Q3 2024
Shares 1,243 Value ($000) $352 Avg Close — Range —
Q2 2024
Shares 891 Value ($000) $238 Avg Close — Range —