ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

LMG Wealth Partners, LLC's Holding History (CIK: 0001965772)

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

Q4 2025
Shares 39,819 Value ($000) $5,620 Avg Close — Range —
Q3 2025
Shares 38,022 Value ($000) $5,403 Avg Close — Range —
Q2 2025
Shares 37,328 Value ($000) $4,958 Avg Close — Range —
Q1 2025
Shares 37,720 Value ($000) $5,065 Avg Close — Range —
Q4 2024
Shares 38,207 Value ($000) $5,016 Avg Close — Range —
Q3 2024
Shares 38,268 Value ($000) $5,169 Avg Close — Range —
Q2 2024
Shares 38,300 Value ($000) $4,634 Avg Close — Range —
Q1 2024
Shares 38,421 Value ($000) $4,733 Avg Close — Range —
Q4 2023
Shares 38,275 Value ($000) $4,487 Avg Close — Range —
Q3 2023
Shares 37,958 Value ($000) $4,086 Avg Close — Range —
Q2 2023
Shares 37,884 Value ($000) $4,292 Avg Close — Range —
Q1 2023
Shares 37,304 Value ($000) $4,371 Avg Close — Range —
Q4 2022
Shares 37,189 Value ($000) $4,621 Avg Close — Range —