ISHARES TR

Ticker: LQD CUSIP: 464287242 Class: IBOXX INV CP ETF

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 36,826 Value ($000) $4,058 Avg Close — Range —
Q3 2025
Shares 32,995 Value ($000) $3,678 Avg Close — Range —
Q2 2025
Shares 30,803 Value ($000) $3,376 Avg Close — Range —
Q1 2025
Shares 29,257 Value ($000) $3,180 Avg Close — Range —
Q4 2024
Shares 26,420 Value ($000) $2,823 Avg Close — Range —
Q3 2024
Shares 22,781 Value ($000) $2,574 Avg Close — Range —
Q2 2024
Shares 19,384 Value ($000) $2,076 Avg Close — Range —
Q1 2024
Shares 17,266 Value ($000) $1,881 Avg Close — Range —
Q4 2023
Shares 3,299 Value ($000) $365 Avg Close — Range —