ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

Heritage Wealth Management, Inc.'s Holding History (CIK: 0001944755)

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

Q4 2025
Shares 2,262 Value ($000) $272 Avg Close — Range —
Q3 2025
Shares 2,147 Value ($000) $255 Avg Close — Range —
Q2 2025
Shares 1,969 Value ($000) $215 Avg Close — Range —
Q1 2025
Shares 1,981 Value ($000) $207 Avg Close — Range —
Q4 2024
Shares 1,776 Value ($000) $205 Avg Close — Range —
Q3 2024
Shares 1,771 Value ($000) $207 Avg Close — Range —