ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 3,469 Value ($000) $229 Avg Close — Range —
Q3 2025
Shares 3,208 Value ($000) $209 Avg Close — Range —
Q2 2025
Shares 3,453 Value ($000) $214 Avg Close — Range —