ISHARES TR

Ticker: IXUS CUSIP: 46432F834 Class: CORE MSCI TOTAL

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 498 Value ($000) $42 Avg Close — Range —
Q3 2025
Shares 490 Value ($000) $40 Avg Close — Range —
Q2 2025
Shares 490 Value ($000) $38 Avg Close — Range —
Q1 2025
Shares 623 Value ($000) $43 Avg Close — Range —
Q4 2024
Shares 623 Value ($000) $41 Avg Close — Range —
Q3 2024
Shares 872 Value ($000) $63 Avg Close — Range —
Q2 2024
Shares 240 Value ($000) $16 Avg Close — Range —
Q1 2024
Shares 290 Value ($000) $20 Avg Close — Range —
Q4 2023
Shares 240 Value ($000) $16 Avg Close — Range —
Q3 2023
Shares 240 Value ($000) $14 Avg Close — Range —
Q2 2023
Shares 240 Value ($000) $15 Avg Close — Range —
Q1 2023
Shares 240 Value ($000) $15 Avg Close — Range —
Q4 2022
Shares 240 Value ($000) $14 Avg Close — Range —
Q2 2022
Shares 190 Value ($000) $11 Avg Close — Range —