J P MORGAN EXCHANGE TRADED F

Ticker: JMEE CUSIP: 46641Q118 Class: SMALL & MID CAP

Heritage Wealth Management, Inc.'s Holding History (CIK: 0001944755)

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

Q4 2025
Shares 8,803 Value ($000) $567 Avg Close — Range —
Q3 2025
Shares 6,935 Value ($000) $440 Avg Close — Range —
Q2 2025
Shares 5,558 Value ($000) $329 Avg Close — Range —
Q1 2025
Shares 3,997 Value ($000) $224 Avg Close — Range —