MORGAN STANLEY ETF TRUST

Ticker: EVTR CUSIP: 61774R841 Class: EATON VANCE TOTA

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

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

Q4 2025
Shares 62,677 Value ($000) $3,228 Avg Close — Range —
Q3 2025
Shares 6,196 Value ($000) $319 Avg Close — Range —