J P MORGAN EXCHANGE TRADED F

Ticker: JAVA CUSIP: 46641Q167 Class: ETF

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

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

Q4 2025
Shares 25,876 Value ($000) $1,856 Avg Close — Range —
Q3 2025
Shares 28,549 Value ($000) $1,969 Avg Close — Range —
Q2 2025
Shares 25,358 Value ($000) $1,661 Avg Close — Range —
Q1 2025
Shares 17,939 Value ($000) $1,140 Avg Close — Range —
Q4 2024
Shares 13,233 Value ($000) $838 Avg Close — Range —