ISHARES TR

Ticker: EFA CUSIP: 464287465 Class: MSCI EAFE ETF

Heritage Wealth Management, Inc./Texas's Holding History (CIK: 0001966400)

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

Q1 2025
Shares 4,627 Value ($000) $378 Avg Close — Range —
Q4 2024
Shares 2,855 Value ($000) $216 Avg Close — Range —
Q3 2024
Shares 6,161 Value ($000) $515 Avg Close — Range —
Q2 2024
Shares 6,371 Value ($000) $499 Avg Close — Range —
Q1 2024
Shares 14,566 Value ($000) $1,163 Avg Close — Range —
Q4 2023
Shares 14,114 Value ($000) $1,063 Avg Close — Range —