ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

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

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

Q4 2025
Shares 2,832 Value ($000) $290 Avg Close — Range —
Q3 2025
Shares 2,832 Value ($000) $283 Avg Close — Range —
Q2 2025
Shares 2,832 Value ($000) $259 Avg Close — Range —
Q1 2025
Shares 2,832 Value ($000) $261 Avg Close — Range —
Q4 2024
Shares 2,832 Value ($000) $262 Avg Close — Range —
Q3 2024
Shares 2,832 Value ($000) $270 Avg Close — Range —
Q2 2024
Shares 2,832 Value ($000) $250 Avg Close — Range —