INVESCO EXCHANGE TRADED FD T

Ticker: RSP CUSIP: 46137V357 Class: S&P500 EQL WGT

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

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

Q4 2025
Shares 8,772 Value ($000) $1,680 Avg Close — Range —
Q3 2025
Shares 7,876 Value ($000) $1,494 Avg Close — Range —
Q2 2025
Shares 8,078 Value ($000) $1,468 Avg Close — Range —
Q1 2025
Shares 6,072 Value ($000) $1,052 Avg Close — Range —
Q4 2024
Shares 5,410 Value ($000) $948 Avg Close — Range —
Q3 2024
Shares 1,622 Value ($000) $291 Avg Close — Range —