ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 2,945 Value ($000) $363 Avg Close — Range —
Q3 2025
Shares 3,455 Value ($000) $417 Avg Close — Range —