ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 6,332 Value ($000) $894 Avg Close — Range —
Q3 2025
Shares 6,363 Value ($000) $904 Avg Close — Range —
Q2 2025
Shares 6,403 Value ($000) $850 Avg Close — Range —
Q1 2025
Shares 6,387 Value ($000) $858 Avg Close — Range —
Q4 2024
Shares 6,423 Value ($000) $843 Avg Close — Range —
Q3 2024
Shares 6,574 Value ($000) $888 Avg Close — Range —
Q2 2024
Shares 5,725 Value ($000) $693 Avg Close — Range —
Q1 2024
Shares 5,573 Value ($000) $686 Avg Close — Range —
Q4 2023
Shares 5,573 Value ($000) $653 Avg Close — Range —
Q3 2023
Shares 5,641 Value ($000) $607 Avg Close — Range —
Q2 2023
Shares 5,824 Value ($000) $660 Avg Close — Range —
Q1 2023
Shares 5,906 Value ($000) $692 Avg Close — Range —
Q4 2022
Shares 6,060 Value ($000) $731 Avg Close — Range —
Q3 2022
Shares 6,053 Value ($000) $649 Avg Close — Range —
Q2 2022
Shares 6,293 Value ($000) $740 Avg Close — Range —
Q1 2022
Shares 6,772 Value ($000) $868 Avg Close — Range —
Q4 2021
Shares 6,812 Value ($000) $835 Avg Close — Range —
Q3 2021
Shares 6,822 Value ($000) $783 Avg Close — Range —
Q2 2021
Shares 6,815 Value ($000) $795 Avg Close — Range —
Q1 2021
Shares 6,002 Value ($000) $685 Avg Close — Range —
Q4 2020
Shares 6,249 Value ($000) $601 Avg Close — Range —