ISHARES TR

Ticker: OEF CUSIP: 464287101 Class: S&P 100 ETF

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 19,506 Value ($000) $6,703 Avg Close — Range —
Q3 2025
Shares 19,319 Value ($000) $6,465 Avg Close — Range —
Q2 2025
Shares 12,110 Value ($000) $3,797 Avg Close — Range —
Q1 2025
Shares 10,368 Value ($000) $2,808 Avg Close — Range —
Q4 2024
Shares 6,050 Value ($000) $1,748 Avg Close — Range —
Q3 2024
Shares 6,062 Value ($000) $1,678 Avg Close — Range —
Q2 2024
Shares 5,252 Value ($000) $1,388 Avg Close — Range —
Q1 2024
Shares 5,092 Value ($000) $1,260 Avg Close — Range —
Q4 2023
Shares 9,818 Value ($000) $2,193 Avg Close — Range —