PACER FDS TR

Ticker: COWZ CUSIP: 69374H881 Class: US CASH COWS 100

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

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

Q4 2025
Shares 33,214 Value ($000) $1,998 Avg Close Range
Q3 2025
Shares 25,872 Value ($000) $1,487 Avg Close Range
Q2 2025
Shares 24,571 Value ($000) $1,354 Avg Close Range
Q1 2025
Shares 22,814 Value ($000) $1,249 Avg Close Range
Q4 2024
Shares 20,501 Value ($000) $1,158 Avg Close Range
Q3 2024
Shares 19,403 Value ($000) $1,122 Avg Close Range
Q2 2024
Shares 18,151 Value ($000) $969 Avg Close Range