ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 4,452 Value ($000) $549 Avg Close — Range —
Q3 2025
Shares 4,510 Value ($000) $544 Avg Close — Range —
Q2 2025
Shares 4,510 Value ($000) $497 Avg Close — Range —
Q1 2025
Shares 4,452 Value ($000) $413 Avg Close — Range —
Q4 2024
Shares 4,452 Value ($000) $452 Avg Close — Range —
Q3 2024
Shares 4,452 Value ($000) $426 Avg Close — Range —
Q2 2024
Shares 4,452 Value ($000) $412 Avg Close — Range —
Q1 2024
Shares 4,452 Value ($000) $376 Avg Close — Range —
Q4 2023
Shares 6,044 Value ($000) $454 Avg Close — Range —
Q3 2023
Shares 7,524 Value ($000) $515 Avg Close — Range —
Q2 2023
Shares 7,524 Value ($000) $530 Avg Close — Range —
Q1 2023
Shares 7,524 Value ($000) $481 Avg Close — Range —
Q4 2022
Shares 7,524 Value ($000) $440 Avg Close — Range —