ISHARES TR

Ticker: ILCB CUSIP: 464287127 Class: MORNINGSTR US EQ

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 3,306 Value ($000) $312 Avg Close — Range —
Q3 2025
Shares 3,306 Value ($000) $306 Avg Close — Range —
Q2 2025
Shares 3,356 Value ($000) $288 Avg Close — Range —
Q1 2025
Shares 3,356 Value ($000) $259 Avg Close — Range —
Q4 2024
Shares 3,356 Value ($000) $272 Avg Close — Range —
Q3 2024
Shares 3,356 Value ($000) $266 Avg Close — Range —
Q2 2024
Shares 3,356 Value ($000) $252 Avg Close — Range —
Q1 2024
Shares 3,356 Value ($000) $243 Avg Close — Range —
Q4 2023
Shares 3,356 Value ($000) $221 Avg Close — Range —
Q2 2023
Shares 3,356 Value ($000) $205 Avg Close — Range —
Q1 2022
Shares 3,346 Value ($000) $210 Avg Close — Range —
Q4 2021
Shares 3,336 Value ($000) $222 Avg Close — Range —
Q3 2021
Shares 3,324 Value ($000) $202 Avg Close — Range —
Q2 2021
Shares 3,312 Value ($000) $201 Avg Close — Range —