ISHARES BITCOIN TRUST ETF

Ticker: IBIT CUSIP: 46438F101 Class: Exchange Traded Fund

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 795 Value ($000) $39 Avg Close — Range —
Q3 2025
Shares 395 Value ($000) $26 Avg Close — Range —
Q2 2025
Shares 395 Value ($000) $24 Avg Close — Range —
Q1 2025
Shares 395 Value ($000) $18 Avg Close — Range —