SPDR SER TR

Ticker: SPLB CUSIP: 78464A367 Class: PORTFOLIO LN COR

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

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

Q2 2025
Shares 9,250 Value ($000) $209 Avg Close — Range —
Q1 2025
Shares 9,250 Value ($000) $209 Avg Close — Range —
Q4 2024
Shares 9,250 Value ($000) $206 Avg Close — Range —