ISHARES TR

Ticker: TLT CUSIP: 464287432 Class: 20 YR TR BD ETF

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

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

Q4 2025
Shares 30,930 Value ($000) $2,696 Avg Close — Range —
Q3 2025
Shares 29,709 Value ($000) $2,655 Avg Close — Range —
Q2 2025
Shares 30,551 Value ($000) $2,696 Avg Close — Range —
Q1 2025
Shares 29,565 Value ($000) $2,691 Avg Close — Range —
Q4 2024
Shares 31,412 Value ($000) $2,743 Avg Close — Range —
Q3 2024
Shares 40,082 Value ($000) $3,932 Avg Close — Range —
Q2 2024
Shares 39,192 Value ($000) $3,597 Avg Close — Range —
Q1 2024
Shares 35,211 Value ($000) $3,332 Avg Close — Range —
Q4 2023
Shares 28,978 Value ($000) $2,865 Avg Close — Range —