ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

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

Q4 2025
Shares 15 Value ($000) $5 Avg Close — Range —
Q1 2024
Shares 14,781 Value ($000) $441 Avg Close — Range —
Q4 2023
Shares 1,292 Value ($000) $768 Avg Close — Range —
Q3 2023
Shares 2,401 Value ($000) $1,137 Avg Close — Range —
Q2 2023
Shares 1,857 Value ($000) $942 Avg Close — Range —
Q1 2023
Shares 1,599 Value ($000) $711 Avg Close — Range —
Q4 2022
Shares 1,766 Value ($000) $614 Avg Close — Range —