ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 606 Value ($000) $208 Avg Close — Range —
Q3 2024
Shares 927 Value ($000) $214 Avg Close — Range —
Q2 2024
Shares 927 Value ($000) $229 Avg Close — Range —
Q1 2024
Shares 927 Value ($000) $209 Avg Close — Range —