ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2024
Shares 2,218 Value ($000) $277 Avg Close — Range —
Q3 2024
Shares 1,940 Value ($000) $240 Avg Close — Range —
Q2 2024
Shares 1,940 Value ($000) $220 Avg Close — Range —
Q1 2024
Shares 1,940 Value ($000) $229 Avg Close — Range —