ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 56,680 Value ($000) $8,000 Avg Close — Range —
Q3 2025
Shares 60,648 Value ($000) $8,618 Avg Close — Range —
Q2 2025
Shares 61,821 Value ($000) $8,211 Avg Close — Range —
Q1 2025
Shares 62,772 Value ($000) $8,430 Avg Close — Range —
Q4 2024
Shares 62,790 Value ($000) $8,244 Avg Close — Range —
Q3 2024
Shares 62,652 Value ($000) $8,462 Avg Close — Range —
Q2 2024
Shares 64,408 Value ($000) $7,792 Avg Close — Range —
Q1 2024
Shares 64,840 Value ($000) $7,987 Avg Close — Range —
Q4 2023
Shares 65,169 Value ($000) $7,639 Avg Close — Range —
Q3 2023
Shares 67,932 Value ($000) $7,312 Avg Close — Range —
Q2 2023
Shares 67,611 Value ($000) $7,660 Avg Close — Range —
Q1 2023
Shares 67,944 Value ($000) $7,962 Avg Close — Range —
Q4 2022
Shares 66,321 Value ($000) $7,998 Avg Close — Range —