SPDR SER TR

Ticker: BIL CUSIP: 78468R663 Class: ETF

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

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

Q4 2025
Shares 5,135 Value ($000) $469 Avg Close — Range —
Q3 2025
Shares 5,165 Value ($000) $474 Avg Close — Range —
Q2 2025
Shares 5,365 Value ($000) $492 Avg Close — Range —
Q1 2025
Shares 4,875 Value ($000) $447 Avg Close — Range —