ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 1,332 Value ($000) $497 Avg Close — Range —
Q3 2025
Shares 1,369 Value ($000) $500 Avg Close — Range —
Q2 2025
Shares 1,368 Value ($000) $464 Avg Close — Range —
Q1 2025
Shares 1,367 Value ($000) $419 Avg Close — Range —
Q4 2024
Shares 1,627 Value ($000) $524 Avg Close — Range —
Q3 2024
Shares 1,811 Value ($000) $569 Avg Close — Range —
Q2 2024
Shares 1,548 Value ($000) $461 Avg Close — Range —
Q1 2024
Shares 1,583 Value ($000) $456 Avg Close — Range —
Q4 2023
Shares 1,581 Value ($000) $415 Avg Close — Range —
Q3 2023
Shares 1,933 Value ($000) $454 Avg Close — Range —
Q2 2023
Shares 1,780 Value ($000) $434 Avg Close — Range —
Q1 2023
Shares 1,780 Value ($000) $401 Avg Close — Range —
Q4 2022
Shares 1,742 Value ($000) $367 Avg Close — Range —