BROADCOM INC

Ticker: AVGO CUSIP: 11135F101 Class: COM

Heritage Wealth Management, Inc. /CA/'s Holding History (CIK: 0002012170)

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

Q4 2025

Shares 14,840 Value ($000) $5,136 Avg Close $357.00 Range $320.81 - $413.82

Q3 2025

Shares 16,111 Value ($000) $5,315 Avg Close $305.74 Range $261.71 - $372.88

Q2 2025

Shares 18,723 Value ($000) $5,161 Avg Close $215.92 Range $137.28 - $276.71

Q1 2025

Shares 18,694 Value ($000) $3,130 Avg Close $209.82 Range $159.66 - $247.35

Q4 2024

Shares 1,489 Value ($000) $345 Avg Close $182.87 Range $155.71 - $248.96

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	14,840	$5,136	$357.00	$320.81 - $413.82
Q3 2025	16,111	$5,315	$305.74	$261.71 - $372.88
Q2 2025	18,723	$5,161	$215.92	$137.28 - $276.71
Q1 2025	18,694	$3,130	$209.82	$159.66 - $247.35
Q4 2024	1,489	$345	$182.87	$155.71 - $248.96