ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Heritage Financial Services, LLC's Holding History (CIK: 0001752035)

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

Q4 2025
Shares 1,766 Value ($000) $435 Avg Close — Range —
Q3 2025
Shares 1,802 Value ($000) $436 Avg Close — Range —
Q2 2025
Shares 1,785 Value ($000) $385 Avg Close — Range —
Q1 2025
Shares 1,747 Value ($000) $348 Avg Close — Range —
Q4 2024
Shares 1,747 Value ($000) $386 Avg Close — Range —
Q3 2024
Shares 1,747 Value ($000) $386 Avg Close — Range —
Q2 2024
Shares 1,857 Value ($000) $377 Avg Close — Range —
Q1 2024
Shares 1,860 Value ($000) $391 Avg Close — Range —
Q4 2023
Shares 2,538 Value ($000) $509 Avg Close — Range —
Q2 2022
Shares 708 Value ($000) $119 Avg Close — Range —