FIDELITY WISE ORIGIN BITCOIN

Ticker: FBTC CUSIP: 315948109 Class: SHS

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 830 Value ($000) $63 Avg Close — Range —
Q3 2025
Shares 817 Value ($000) $82 Avg Close — Range —
Q2 2025
Shares 817 Value ($000) $77 Avg Close — Range —
Q1 2025
Shares 817 Value ($000) $59 Avg Close — Range —
Q4 2024
Shares 130 Value ($000) $11 Avg Close — Range —