ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Heritage Family Offices, LLP's Holding History (CIK: 0002019316)

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

Q4 2025
Shares 4,610 Value ($000) $304 Avg Close — Range —
Q3 2025
Shares 5,438 Value ($000) $355 Avg Close — Range —
Q2 2025
Shares 5,520 Value ($000) $321 Avg Close — Range —
Q1 2025
Shares 5,520 Value ($000) $322 Avg Close — Range —
Q4 2024
Shares 5,516 Value ($000) $344 Avg Close — Range —
Q3 2024
Shares 5,511 Value ($000) $343 Avg Close — Range —
Q2 2024
Shares 5,566 Value ($000) $326 Avg Close — Range —