ISHARES TR

Ticker: IEFA CUSIP: 46432F842 Class: CORE MSCI EAFE

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

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

Q4 2025
Shares 4,731 Value ($000) $423 Avg Close — Range —
Q3 2025
Shares 4,132 Value ($000) $361 Avg Close — Range —
Q2 2025
Shares 4,028 Value ($000) $336 Avg Close — Range —
Q1 2025
Shares 4,079 Value ($000) $309 Avg Close — Range —
Q4 2024
Shares 3,481 Value ($000) $245 Avg Close — Range —
Q3 2024
Shares 3,294 Value ($000) $257 Avg Close — Range —
Q2 2024
Shares 6,998 Value ($000) $520 Avg Close — Range —