ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

Heirloom Wealth Management's Holding History (CIK: 0001882903)

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

Q3 2024
Shares 1,060 Value ($000) $244 Avg Close — Range —
Q2 2024
Shares 1,165 Value ($000) $287 Avg Close — Range —
Q1 2024
Shares 1,277 Value ($000) $289 Avg Close — Range —
Q4 2023
Shares 443 Value ($000) $255 Avg Close — Range —
Q3 2023
Shares 435 Value ($000) $206 Avg Close — Range —
Q2 2023
Shares 421 Value ($000) $214 Avg Close — Range —
Q4 2022
Shares 2,092 Value ($000) $728 Avg Close — Range —