ISHARES TR

Ticker: SHYG CUSIP: 46434V407 Class: 0-5YR HI YL CP

Heritage Family Offices, LLP's Holding History (CIK: 0002019316)

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

Q4 2025
Shares 29,914 Value ($000) $1,282 Avg Close — Range —
Q3 2025
Shares 30,178 Value ($000) $1,307 Avg Close — Range —
Q2 2025
Shares 26,119 Value ($000) $1,111 Avg Close — Range —
Q1 2025
Shares 26,082 Value ($000) $1,109 Avg Close — Range —
Q4 2024
Shares 26,157 Value ($000) $1,115 Avg Close — Range —
Q3 2024
Shares 23,261 Value ($000) $1,010 Avg Close — Range —
Q2 2024
Shares 23,247 Value ($000) $981 Avg Close — Range —