NU HLDGS LTD

Ticker: NU CUSIP: G6683N103 Class: Com

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

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

Q4 2025
Shares 10,000 Value ($000) $167 Avg Close $16.07 Range $14.56 - $17.84
Q3 2025
Shares 10,000 Value ($000) $160 Avg Close $13.95 Range $11.89 - $16.43
Q2 2025
Shares 10,000 Value ($000) $137 Avg Close $11.97 Range $9.01 - $13.96
Q1 2025
Shares 10,000 Value ($000) $102 Avg Close $11.82 Range $9.78 - $14.08
Q4 2024
Shares 10,000 Value ($000) $104 Avg Close $13.30 Range $10.18 - $16.14
Q3 2024
Shares 10,031 Value ($000) $137 Avg Close $13.45 Range $9.67 - $15.16