ISHARES TR

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

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

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

Q4 2025
Shares 1,785 Value ($000) $300 Avg Close — Range —
Q3 2025
Shares 1,785 Value ($000) $294 Avg Close — Range —
Q2 2025
Shares 1,785 Value ($000) $227 Avg Close — Range —
Q1 2025
Shares 1,785 Value ($000) $227 Avg Close — Range —
Q4 2024
Shares 1,785 Value ($000) $249 Avg Close — Range —
Q3 2024
Shares 1,785 Value ($000) $235 Avg Close — Range —
Q2 2024
Shares 1,785 Value ($000) $228 Avg Close — Range —