ISHARES TR

Ticker: ISHG CUSIP: 464288125 Class: 3YRTB ETF

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

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

Q4 2025
Shares 4,252 Value ($000) $320 Avg Close — Range —
Q3 2025
Shares 4,252 Value ($000) $324 Avg Close — Range —