ISHARES TR

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

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

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

Q4 2025

Shares 3,426 Value ($000) $306 Avg Close — Range —

Q3 2025

Shares 3,426 Value ($000) $299 Avg Close — Range —

Q2 2025

Shares 3,426 Value ($000) $286 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,426	$306	—	—
Q3 2025	3,426	$299	—	—
Q2 2025	3,426	$286	—	—