MORGAN STANLEY ETF TRUST

Ticker: CVMC CUSIP: 61774R403 Class: CALVERT US MDCP

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

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

Q4 2025
Shares 264 Value ($000) $17 Avg Close — Range —
Q3 2025
Shares 299 Value ($000) $19 Avg Close — Range —
Q2 2025
Shares 299 Value ($000) $18 Avg Close — Range —
Q1 2025
Shares 214 Value ($000) $12 Avg Close — Range —