ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

Heritage Wealth Management, Inc. /CA/'s Holding History (CIK: 0002012170)

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

Q4 2025
Shares 51,409 Value ($000) $5,160 Avg Close — Range —
Q3 2025
Shares 40,872 Value ($000) $4,116 Avg Close — Range —