ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 2,474 Value ($000) $745 Avg Close — Range —
Q3 2025
Shares 2,485 Value ($000) $674 Avg Close — Range —
Q2 2025
Shares 2,495 Value ($000) $596 Avg Close — Range —
Q1 2025
Shares 2,632 Value ($000) $495 Avg Close — Range —
Q4 2024
Shares 2,733 Value ($000) $589 Avg Close — Range —
Q3 2024
Shares 3,545 Value ($000) $818 Avg Close — Range —
Q2 2024
Shares 3,472 Value ($000) $856 Avg Close — Range —
Q1 2024
Shares 2,100 Value ($000) $474 Avg Close — Range —
Q4 2023
Shares 1,251 Value ($000) $721 Avg Close — Range —
Q3 2023
Shares 1,424 Value ($000) $674 Avg Close — Range —
Q2 2023
Shares 1,502 Value ($000) $762 Avg Close — Range —
Q1 2023
Shares 1,777 Value ($000) $790 Avg Close — Range —
Q4 2022
Shares 2,144 Value ($000) $746 Avg Close — Range —