ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Heritage Financial Services, LLC's Holding History (CIK: 0001752035)

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

Q4 2025
Shares 3,141 Value ($000) $207 Avg Close — Range —
Q3 2025
Shares 3,301 Value ($000) $215 Avg Close — Range —
Q1 2025
Shares 4,593 Value ($000) $268 Avg Close — Range —
Q4 2024
Shares 5,972 Value ($000) $372 Avg Close — Range —
Q3 2024
Shares 5,265 Value ($000) $328 Avg Close — Range —
Q2 2024
Shares 4,930 Value ($000) $289 Avg Close — Range —
Q1 2024
Shares 4,930 Value ($000) $299 Avg Close — Range —
Q4 2023
Shares 1,370 Value ($000) $380 Avg Close — Range —
Q3 2023
Shares 916 Value ($000) $228 Avg Close — Range —
Q2 2023
Shares 920 Value ($000) $241 Avg Close — Range —
Q1 2023
Shares 944 Value ($000) $236 Avg Close — Range —
Q4 2022
Shares 982 Value ($000) $238 Avg Close — Range —
Q3 2022
Shares 1,027 Value ($000) $225 Avg Close — Range —
Q2 2022
Shares 1,027 Value ($000) $232 Avg Close — Range —
Q1 2022
Shares 1,000 Value ($000) $268 Avg Close — Range —
Q4 2021
Shares 951 Value ($000) $269 Avg Close — Range —