ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

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

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

Q4 2025
Shares 38,797 Value ($000) $3,213 Avg Close — Range —
Q3 2025
Shares 35,711 Value ($000) $2,963 Avg Close — Range —
Q2 2025
Shares 34,161 Value ($000) $2,831 Avg Close — Range —
Q1 2025
Shares 34,367 Value ($000) $2,843 Avg Close — Range —
Q4 2024
Shares 32,981 Value ($000) $2,704 Avg Close — Range —
Q3 2024
Shares 29,331 Value ($000) $2,439 Avg Close — Range —
Q2 2024
Shares 27,500 Value ($000) $2,245 Avg Close — Range —
Q1 2024
Shares 25,961 Value ($000) $2,123 Avg Close — Range —
Q4 2023
Shares 25,781 Value ($000) $2,115 Avg Close — Range —
Q3 2023
Shares 32,063 Value ($000) $2,596 Avg Close — Range —
Q2 2023
Shares 29,999 Value ($000) $2,432 Avg Close — Range —
Q1 2023
Shares 29,572 Value ($000) $2,430 Avg Close — Range —
Q4 2022
Shares 23,133 Value ($000) $1,878 Avg Close — Range —
Q3 2022
Shares 24,416 Value ($000) $1,983 Avg Close — Range —
Q2 2022
Shares 20,234 Value ($000) $1,675 Avg Close — Range —
Q1 2022
Shares 18,057 Value ($000) $1,505 Avg Close — Range —
Q4 2021
Shares 25,450 Value ($000) $2,177 Avg Close — Range —
Q3 2021
Shares 27,104 Value ($000) $2,335 Avg Close — Range —
Q2 2021
Shares 27,865 Value ($000) $2,404 Avg Close — Range —
Q1 2021
Shares 35,658 Value ($000) $3,076 Avg Close — Range —
Q4 2020
Shares 40,678 Value ($000) $3,514 Avg Close — Range —