ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 3,953 Value ($000) $664 Avg Close — Range —
Q3 2025
Shares 3,953 Value ($000) $650 Avg Close — Range —
Q2 2025
Shares 3,953 Value ($000) $595 Avg Close — Range —
Q1 2025
Shares 3,953 Value ($000) $502 Avg Close — Range —
Q4 2024
Shares 3,953 Value ($000) $551 Avg Close — Range —
Q2 2022
Shares 15 Value ($000) $1 Avg Close — Range —