MORGAN STANLEY ETF TRUST

Ticker: CVLC CUSIP: 61774R205 Class: CALVERT US LARCP

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 4,876 Value ($000) $411 Avg Close — Range —
Q3 2025
Shares 4,876 Value ($000) $399 Avg Close — Range —
Q2 2025
Shares 5,276 Value ($000) $404 Avg Close — Range —
Q1 2025
Shares 3,804 Value ($000) $262 Avg Close — Range —