J P MORGAN EXCHANGE TRADED F

Ticker: JSCP CUSIP: 46641Q274 Class: SHORT DURA CORE

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

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

Q4 2025
Shares 49,207 Value ($000) $2,340 Avg Close — Range —
Q3 2025
Shares 45,485 Value ($000) $2,166 Avg Close — Range —
Q2 2025
Shares 48,165 Value ($000) $2,285 Avg Close — Range —
Q1 2025
Shares 50,620 Value ($000) $2,390 Avg Close — Range —
Q4 2024
Shares 53,475 Value ($000) $2,494 Avg Close — Range —
Q3 2024
Shares 54,109 Value ($000) $2,571 Avg Close — Range —
Q2 2024
Shares 49,510 Value ($000) $2,299 Avg Close — Range —