ISHARES TR

Ticker: GOVT CUSIP: 46429B267 Class: US TREAS BD ETF

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

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

Q4 2025
Shares 111,425 Value ($000) $2,566 Avg Close — Range —
Q3 2025
Shares 80,681 Value ($000) $1,865 Avg Close — Range —
Q2 2025
Shares 77,013 Value ($000) $1,770 Avg Close — Range —
Q1 2025
Shares 77,521 Value ($000) $1,782 Avg Close — Range —
Q4 2024
Shares 86,054 Value ($000) $1,978 Avg Close — Range —
Q3 2024
Shares 81,274 Value ($000) $1,906 Avg Close — Range —
Q2 2024
Shares 82,957 Value ($000) $1,872 Avg Close — Range —
Q1 2024
Shares 84,271 Value ($000) $1,919 Avg Close — Range —
Q4 2023
Shares 69,946 Value ($000) $1,612 Avg Close — Range —