IFP Advisors’s Heritage Distilling Holding Company, Inc. Common Stock CASK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.22K	Hold	3,000	–	–	﹤0.01%	4141
2025 Q1	$1.51K	Hold	3,000	–	–	﹤0.01%	3234
2024 Q4	$5.16K	Buy	+3,000	New	+$5.16K	﹤0.01%	2780