ISHARES TR

Ticker: ILCG CUSIP: 464287119 Class: MORNINGSTAR GRWT

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025

Shares 11,355 Value ($000) $1,181 Avg Close — Range —

Q3 2025

Shares 10,835 Value ($000) $1,130 Avg Close — Range —

Q2 2025

Shares 10,835 Value ($000) $1,050 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	11,355	$1,181	—	—
Q3 2025	10,835	$1,130	—	—
Q2 2025	10,835	$1,050	—	—