ISHARES TR

Ticker: IAT CUSIP: 464288778 Class: US REGNL BKS ETF

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

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

Q4 2025
Shares 17,850 Value ($000) $984 Avg Close — Range —
Q3 2025
Shares 17,850 Value ($000) $938 Avg Close — Range —
Q2 2025
Shares 17,850 Value ($000) $884 Avg Close — Range —
Q1 2025
Shares 17,850 Value ($000) $832 Avg Close — Range —
Q4 2024
Shares 17,850 Value ($000) $899 Avg Close — Range —
Q3 2024
Shares 17,850 Value ($000) $849 Avg Close — Range —
Q2 2024
Shares 17,850 Value ($000) $728 Avg Close — Range —