ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q4 2025
Shares 857 Value ($000) $258 Avg Close — Range —
Q3 2025
Shares 755 Value ($000) $205 Avg Close — Range —