ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 834 Value ($000) $572 Avg Close — Range —
Q3 2025
Shares 889 Value ($000) $595 Avg Close — Range —
Q2 2025
Shares 913 Value ($000) $567 Avg Close — Range —
Q1 2025
Shares 873 Value ($000) $491 Avg Close — Range —
Q4 2024
Shares 910 Value ($000) $536 Avg Close — Range —
Q3 2024
Shares 910 Value ($000) $525 Avg Close — Range —
Q2 2024
Shares 910 Value ($000) $508 Avg Close — Range —