ISHARES TR

Ticker: IGE CUSIP: 464287374 Class: NORTH AMERN NAT

Windward Private Wealth Management Inc.'s Holding History (CIK: 0001835866)

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

Q4 2025
Shares 37,325 Value ($000) $1,874 Avg Close — Range —
Q3 2025
Shares 39,457 Value ($000) $1,935 Avg Close — Range —
Q2 2025
Shares 39,567 Value ($000) $1,751 Avg Close — Range —
Q1 2025
Shares 43,317 Value ($000) $1,970 Avg Close — Range —
Q4 2024
Shares 45,646 Value ($000) $1,950 Avg Close — Range —
Q3 2024
Shares 46,772 Value ($000) $2,061 Avg Close — Range —
Q2 2024
Shares 47,948 Value ($000) $2,110 Avg Close — Range —
Q1 2024
Shares 48,983 Value ($000) $2,204 Avg Close — Range —
Q4 2023
Shares 52,473 Value ($000) $2,137 Avg Close — Range —
Q3 2023
Shares 65,084 Value ($000) $2,707 Avg Close — Range —
Q2 2023
Shares 66,091 Value ($000) $2,566 Avg Close — Range —
Q1 2023
Shares 66,687 Value ($000) $2,612 Avg Close — Range —
Q4 2022
Shares 67,593 Value ($000) $2,748 Avg Close — Range —
Q3 2022
Shares 68,775 Value ($000) $2,391 Avg Close — Range —
Q2 2022
Shares 71,073 Value ($000) $2,557 Avg Close — Range —
Q1 2022
Shares 85,900 Value ($000) $3,475 Avg Close — Range —
Q4 2021
Shares 93,738 Value ($000) $2,951 Avg Close — Range —
Q3 2021
Shares 97,800 Value ($000) $2,872 Avg Close — Range —
Q2 2021
Shares 116,418 Value ($000) $3,543 Avg Close — Range —
Q1 2021
Shares 124,171 Value ($000) $3,423 Avg Close — Range —
Q4 2020
Shares 157,478 Value ($000) $3,668 Avg Close — Range —