ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

Wellspring Financial Advisors, LLC's Holding History (CIK: 0001811308)

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

Q4 2025
Shares 7,204 Value ($000) $1,017 Avg Close — Range —
Q3 2025
Shares 7,226 Value ($000) $1,027 Avg Close — Range —
Q2 2025
Shares 6,825 Value ($000) $906 Avg Close — Range —
Q1 2025
Shares 7,384 Value ($000) $992 Avg Close — Range —
Q4 2024
Shares 7,384 Value ($000) $969 Avg Close — Range —
Q3 2024
Shares 7,383 Value ($000) $997 Avg Close — Range —
Q2 2024
Shares 7,386 Value ($000) $894 Avg Close — Range —
Q1 2024
Shares 7,386 Value ($000) $910 Avg Close — Range —
Q4 2023
Shares 9,188 Value ($000) $1,077 Avg Close — Range —
Q3 2023
Shares 9,160 Value ($000) $986 Avg Close — Range —
Q2 2023
Shares 9,300 Value ($000) $1,054 Avg Close — Range —
Q1 2023
Shares 9,617 Value ($000) $1,127 Avg Close — Range —
Q4 2022
Shares 9,605 Value ($000) $1,158 Avg Close — Range —
Q3 2022
Shares 11,077 Value ($000) $1,188 Avg Close — Range —
Q2 2022
Shares 11,053 Value ($000) $1,301 Avg Close — Range —
Q1 2022
Shares 12,437 Value ($000) $1,594 Avg Close — Range —
Q4 2021
Shares 12,420 Value ($000) $1,523 Avg Close — Range —
Q3 2021
Shares 12,400 Value ($000) $1,423 Avg Close — Range —
Q2 2021
Shares 13,491 Value ($000) $1,573 Avg Close — Range —
Q1 2021
Shares 26,162 Value ($000) $1,924 Avg Close — Range —
Q4 2020
Shares 23,847 Value ($000) $2,294 Avg Close — Range —
Q3 2020
Shares 23,997 Value ($000) $1,957 Avg Close — Range —
Q2 2020
Shares 25,502 Value ($000) $2,059 Avg Close — Range —
Q1 2020
Shares 26,162 Value ($000) $1,924 Avg Close — Range —