MCDONALDS CORP

Ticker: MCD CUSIP: 580135101 Class: Common Stock

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

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

Q4 2025

Shares 9,998 Value ($000) $3,056 Avg Close $305.09 Range $290.30 - $321.79

Q3 2025

Shares 10,204 Value ($000) $3,101 Avg Close $301.40 Range $286.90 - $317.52

Q2 2025

Shares 10,204 Value ($000) $2,981 Avg Close $303.54 Range $280.19 - $316.26

Q1 2025

Shares 10,301 Value ($000) $3,218 Avg Close $292.89 Range $270.23 - $320.72

Q4 2024

Shares 10,725 Value ($000) $3,109 Avg Close $290.22 Range $275.34 - $308.80

Q3 2024

Shares 10,737 Value ($000) $3,270 Avg Close $266.70 Range $235.19 - $298.17

Q2 2024

Shares 11,000 Value ($000) $2,762 Avg Close $255.04 Range $239.07 - $270.15

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,998	$3,056	$305.09	$290.30 - $321.79
Q3 2025	10,204	$3,101	$301.40	$286.90 - $317.52
Q2 2025	10,204	$2,981	$303.54	$280.19 - $316.26
Q1 2025	10,301	$3,218	$292.89	$270.23 - $320.72
Q4 2024	10,725	$3,109	$290.22	$275.34 - $308.80
Q3 2024	10,737	$3,270	$266.70	$235.19 - $298.17
Q2 2024	11,000	$2,762	$255.04	$239.07 - $270.15