ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Heritage Financial Services, LLC's Holding History (CIK: 0001752035)

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

Q4 2025
Shares 6,146 Value ($000) $499 Avg Close — Range —
Q3 2025
Shares 11,065 Value ($000) $805 Avg Close — Range —
Q2 2022
Shares 1,177 Value ($000) $40 Avg Close — Range —