ISHARES TR

Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT

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

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

Q4 2024
Shares 1,654 Value ($000) $224 Avg Close — Range —
Q3 2024
Shares 1,654 Value ($000) $231 Avg Close — Range —
Q2 2024
Shares 1,670 Value ($000) $214 Avg Close — Range —
Q1 2024
Shares 1,670 Value ($000) $218 Avg Close — Range —
Q2 2022
Shares 40 Value ($000) $4 Avg Close — Range —