ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

PRECEDENT WEALTH PARTNERS, LLC's Holding History (CIK: 0002008666)

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

Q4 2025
Shares 11,324 Value ($000) $1,598 Avg Close — Range —
Q3 2025
Shares 11,184 Value ($000) $1,589 Avg Close — Range —
Q2 2025
Shares 11,185 Value ($000) $1,486 Avg Close — Range —
Q1 2025
Shares 11,108 Value ($000) $1,492 Avg Close — Range —
Q4 2024
Shares 11,108 Value ($000) $1,458 Avg Close — Range —
Q3 2024
Shares 12,306 Value ($000) $1,662 Avg Close — Range —
Q2 2024
Shares 12,306 Value ($000) $1,489 Avg Close — Range —
Q1 2024
Shares 12,338 Value ($000) $1,520 Avg Close — Range —
Q4 2023
Shares 14,118 Value ($000) $1,655 Avg Close — Range —