J P MORGAN EXCHANGE TRADED F

Ticker: JGRO CUSIP: 46654Q609 Class: ACTIVE GROWTH

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

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

Q4 2025
Shares 20,482 Value ($000) $1,901 Avg Close — Range —
Q3 2025
Shares 18,184 Value ($000) $1,705 Avg Close — Range —
Q2 2025
Shares 12,817 Value ($000) $1,103 Avg Close — Range —
Q1 2025
Shares 4,974 Value ($000) $367 Avg Close — Range —