SPDR SER TR

Ticker: MDYG CUSIP: 78464A821 Class: ETF

Heritage Wealth Management, Inc. /CA/'s Holding History (CIK: 0002012170)

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

Q4 2025
Shares 27,998 Value ($000) $2,588 Avg Close — Range —
Q3 2025
Shares 26,113 Value ($000) $2,391 Avg Close — Range —
Q2 2025
Shares 25,541 Value ($000) $2,219 Avg Close — Range —
Q1 2025
Shares 23,985 Value ($000) $1,906 Avg Close — Range —
Q4 2024
Shares 22,649 Value ($000) $1,968 Avg Close — Range —
Q3 2024
Shares 15,336 Value ($000) $1,346 Avg Close — Range —
Q2 2024
Shares 15,664 Value ($000) $1,317 Avg Close — Range —
Q1 2024
Shares 15,475 Value ($000) $1,351 Avg Close — Range —
Q4 2023
Shares 17,265 Value ($000) $1,306 Avg Close — Range —