ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

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

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

Q4 2025
Shares 24,534 Value ($000) $2,450 Avg Close — Range —
Q3 2025
Shares 19,627 Value ($000) $1,968 Avg Close — Range —
Q2 2025
Shares 17,306 Value ($000) $1,717 Avg Close — Range —
Q1 2025
Shares 16,196 Value ($000) $1,602 Avg Close — Range —
Q4 2024
Shares 14,656 Value ($000) $1,420 Avg Close — Range —
Q3 2024
Shares 12,511 Value ($000) $1,267 Avg Close — Range —
Q2 2024
Shares 21,493 Value ($000) $2,097 Avg Close — Range —