ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

Lakeridge Wealth Management LLC's Holding History (CIK: 0002012028)

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

Q4 2025
Shares 4,689 Value ($000) $662 Avg Close — Range —
Q3 2025
Shares 6,659 Value ($000) $946 Avg Close — Range —
Q2 2025
Shares 6,959 Value ($000) $924 Avg Close — Range —
Q1 2025
Shares 7,264 Value ($000) $975 Avg Close — Range —
Q4 2024
Shares 6,851 Value ($000) $900 Avg Close — Range —
Q3 2024
Shares 6,851 Value ($000) $925 Avg Close — Range —
Q2 2024
Shares 6,874 Value ($000) $832 Avg Close — Range —
Q1 2024
Shares 6,759 Value ($000) $833 Avg Close — Range —
Q4 2023
Shares 10,096 Value ($000) $1,183 Avg Close — Range —