ISHARES TR

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

Heritage Wealth Management, Inc. /CA/'s Holding History (CIK: 0002012170)

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

Q4 2025
Shares 28,873 Value ($000) $2,884 Avg Close — Range —
Q3 2025
Shares 17,072 Value ($000) $1,711 Avg Close — Range —
Q2 2025
Shares 16,058 Value ($000) $1,593 Avg Close — Range —
Q1 2025
Shares 16,077 Value ($000) $1,590 Avg Close — Range —
Q4 2024
Shares 18,252 Value ($000) $1,769 Avg Close — Range —
Q3 2024
Shares 17,410 Value ($000) $1,763 Avg Close — Range —
Q2 2024
Shares 17,294 Value ($000) $1,679 Avg Close — Range —
Q1 2024
Shares 18,385 Value ($000) $1,801 Avg Close — Range —
Q4 2023
Shares 15,734 Value ($000) $1,562 Avg Close — Range —