ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q4 2025
Shares 9,591 Value ($000) $779 Avg Close — Range —
Q3 2025
Shares 9,551 Value ($000) $695 Avg Close — Range —
Q2 2025
Shares 11,125 Value ($000) $694 Avg Close — Range —
Q1 2025
Shares 11,275 Value ($000) $665 Avg Close — Range —
Q1 2024
Shares 3,183 Value ($000) $134 Avg Close — Range —
Q4 2023
Shares 3,155 Value ($000) $109 Avg Close — Range —
Q3 2023
Shares 3,183 Value ($000) $111 Avg Close — Range —
Q2 2023
Shares 3,183 Value ($000) $116 Avg Close — Range —
Q1 2023
Shares 3,155 Value ($000) $118 Avg Close — Range —
Q4 2022
Shares 3,155 Value ($000) $109 Avg Close — Range —
Q3 2022
Shares 3,155 Value ($000) $99 Avg Close — Range —
Q2 2022
Shares 3,155 Value ($000) $108 Avg Close — Range —