ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 3,565 Value ($000) $1,074 Avg Close — Range —
Q3 2025
Shares 3,431 Value ($000) $930 Avg Close — Range —
Q2 2025
Shares 3,294 Value ($000) $786 Avg Close — Range —
Q1 2025
Shares 3,473 Value ($000) $653 Avg Close — Range —
Q4 2024
Shares 1,686 Value ($000) $363 Avg Close — Range —
Q3 2024
Shares 1,478 Value ($000) $341 Avg Close — Range —
Q2 2024
Shares 2,828 Value ($000) $698 Avg Close — Range —
Q1 2024
Shares 2,191 Value ($000) $495 Avg Close — Range —
Q4 2023
Shares 801 Value ($000) $461 Avg Close — Range —