ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

Lee-Kelleher Wealth Management's Holding History (CIK: 0002063827)

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

Q4 2025
Shares 2,135 Value ($000) $301 Avg Close — Range —
Q3 2025
Shares 2,135 Value ($000) $298 Avg Close — Range —
Q2 2025
Shares 2,135 Value ($000) $282 Avg Close — Range —
Q1 2025
Shares 2,135 Value ($000) $269 Avg Close — Range —
Q4 2024
Shares 2,135 Value ($000) $276 Avg Close — Range —