ISHARES U S ETF TR

Ticker: MEAR CUSIP: 46431W838 Class: Exchange Traded Fund

Heritage Wealth Management, Inc./Texas's Holding History (CIK: 0001966400)

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

Q4 2025
Shares 5,808 Value ($000) $292 Avg Close — Range —
Q3 2025
Shares 5,808 Value ($000) $293 Avg Close — Range —