ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 1,182 Value ($000) $356 Avg Close — Range —
Q3 2025
Shares 1,169 Value ($000) $317 Avg Close — Range —
Q2 2025
Shares 1,164 Value ($000) $278 Avg Close — Range —
Q1 2025
Shares 1,152 Value ($000) $217 Avg Close — Range —
Q4 2024
Shares 1,158 Value ($000) $250 Avg Close — Range —
Q3 2024
Shares 1,195 Value ($000) $276 Avg Close — Range —
Q2 2024
Shares 1,320 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 1,257 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 371 Value ($000) $0 Avg Close — Range —
Q2 2019
Shares 80 Value ($000) $16 Avg Close — Range —