ISHARES TR

Ticker: CMF CUSIP: 464288356 Class: ETF

Heritage Wealth Management, Inc. /CA/'s Holding History (CIK: 0002012170)

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

Q4 2025
Shares 48,987 Value ($000) $2,815 Avg Close — Range —
Q3 2025
Shares 46,841 Value ($000) $2,672 Avg Close — Range —
Q2 2025
Shares 47,013 Value ($000) $2,620 Avg Close — Range —
Q1 2025
Shares 48,718 Value ($000) $2,742 Avg Close — Range —
Q4 2024
Shares 47,811 Value ($000) $2,739 Avg Close — Range —
Q3 2024
Shares 49,386 Value ($000) $2,870 Avg Close — Range —
Q2 2024
Shares 51,132 Value ($000) $2,908 Avg Close — Range —
Q1 2024
Shares 52,213 Value ($000) $3,004 Avg Close — Range —
Q4 2023
Shares 46,663 Value ($000) $2,704 Avg Close — Range —