ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

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

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

Q4 2025
Shares 82,948 Value ($000) $8,326 Avg Close — Range —
Q3 2025
Shares 76,785 Value ($000) $7,732 Avg Close — Range —
Q2 2025
Shares 71,355 Value ($000) $7,191 Avg Close — Range —
Q1 2025
Shares 64,797 Value ($000) $6,523 Avg Close — Range —
Q4 2024
Shares 60,198 Value ($000) $6,039 Avg Close — Range —
Q3 2024
Shares 62,869 Value ($000) $6,332 Avg Close — Range —
Q2 2024
Shares 63,686 Value ($000) $6,414 Avg Close — Range —
Q1 2024
Shares 49,549 Value ($000) $4,990 Avg Close — Range —
Q4 2023
Shares 45,879 Value ($000) $4,602 Avg Close — Range —
Q3 2023
Shares 3,718 Value ($000) $374 Avg Close — Range —
Q1 2023
Shares 3,541 Value ($000) $356 Avg Close — Range —
Q4 2022
Shares 7,542 Value ($000) $755 Avg Close — Range —