ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 35,351 Value ($000) $2,333 Avg Close — Range —
Q3 2025
Shares 39,458 Value ($000) $2,575 Avg Close — Range —
Q2 2025
Shares 40,946 Value ($000) $2,538 Avg Close — Range —
Q1 2025
Shares 43,279 Value ($000) $2,526 Avg Close — Range —
Q4 2024
Shares 46,879 Value ($000) $2,921 Avg Close — Range —
Q3 2024
Shares 48,859 Value ($000) $3,045 Avg Close — Range —
Q2 2024
Shares 49,651 Value ($000) $2,906 Avg Close — Range —
Q1 2024
Shares 50,982 Value ($000) $3,097 Avg Close — Range —
Q4 2023
Shares 10,370 Value ($000) $2,875 Avg Close — Range —
Q3 2023
Shares 10,450 Value ($000) $2,606 Avg Close — Range —
Q2 2023
Shares 10,613 Value ($000) $2,775 Avg Close — Range —
Q1 2023
Shares 11,061 Value ($000) $2,767 Avg Close — Range —
Q4 2022
Shares 11,323 Value ($000) $2,739 Avg Close — Range —