ISHARES TR

Ticker: ITB CUSIP: 464288752 Class: Exchange Traded Fund

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

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

Q3 2025
Shares 2,020 Value ($000) $217 Avg Close — Range —
Q4 2024
Shares 2,020 Value ($000) $209 Avg Close — Range —
Q3 2024
Shares 2,020 Value ($000) $257 Avg Close — Range —