ISHARES TR

CUSIP: 46435U168 Class: IBONDS 25 TRM HG

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

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

Q3 2025
Shares 8,631 Value ($000) $200 Avg Close — Range —
Q2 2025
Shares 8,603 Value ($000) $200 Avg Close — Range —