ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

LWM ADVISORS INC's Holding History (CIK: 0002067328)

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

Q4 2025
Shares 106,668 Value ($000) $8,834 Avg Close — Range —
Q3 2025
Shares 105,291 Value ($000) $8,735 Avg Close — Range —
Q2 2025
Shares 102,102 Value ($000) $8,460 Avg Close — Range —
Q1 2025
Shares 99,174 Value ($000) $8,181 Avg Close — Range —
Q4 2024
Shares 104,532 Value ($000) $8,570 Avg Close — Range —