ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

United Asset Strategies, Inc.'s Holding History (CIK: 0001539948)

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

Q4 2025
Shares 58,811 Value ($000) $17,711 Avg Close — Range —
Q3 2025
Shares 59,170 Value ($000) $16,042 Avg Close — Range —
Q2 2025
Shares 50,744 Value ($000) $12,113 Avg Close — Range —