ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

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

Q4 2025
Shares 2,607 Value ($000) $267 Avg Close — Range —
Q3 2025
Shares 2,607 Value ($000) $261 Avg Close — Range —
Q2 2025
Shares 2,607 Value ($000) $247 Avg Close — Range —
Q1 2025
Shares 2,607 Value ($000) $241 Avg Close — Range —
Q4 2024
Shares 2,607 Value ($000) $241 Avg Close — Range —
Q3 2024
Shares 2,690 Value ($000) $257 Avg Close — Range —
Q2 2024
Shares 2,690 Value ($000) $237 Avg Close — Range —
Q1 2024
Shares 2,690 Value ($000) $243 Avg Close — Range —
Q4 2023
Shares 2,690 Value ($000) $227 Avg Close — Range —
Q3 2023
Shares 2,690 Value ($000) $201 Avg Close — Range —
Q2 2023
Shares 2,690 Value ($000) $211 Avg Close — Range —