NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

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

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

Q4 2025
Shares 6,045 Value ($000) $833 Avg Close — Range —
Q3 2025
Shares 6,045 Value ($000) $775 Avg Close — Range —
Q2 2025
Shares 6,145 Value ($000) $744 Avg Close — Range —
Q1 2025
Shares 6,186 Value ($000) $690 Avg Close — Range —
Q4 2024
Shares 6,136 Value ($000) $597 Avg Close — Range —
Q3 2024
Shares 6,136 Value ($000) $706 Avg Close — Range —
Q2 2024
Shares 6,136 Value ($000) $663 Avg Close — Range —