ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

Curated Wealth Partners LLC's Holding History (CIK: 0001781284)

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

Q4 2024
Shares 3,410 Value ($000) $316 Avg Close — Range —
Q3 2024
Shares 2,900 Value ($000) $277 Avg Close — Range —
Q2 2024
Shares 2,900 Value ($000) $256 Avg Close — Range —
Q4 2023
Shares 5,750 Value ($000) $485 Avg Close — Range —
Q3 2023
Shares 5,750 Value ($000) $429 Avg Close — Range —
Q2 2023
Shares 6,750 Value ($000) $528 Avg Close — Range —
Q1 2023
Shares 6,750 Value ($000) $498 Avg Close — Range —
Q4 2022
Shares 6,750 Value ($000) $477 Avg Close — Range —
Q3 2022
Shares 6,750 Value ($000) $423 Avg Close — Range —
Q2 2022
Shares 6,900 Value ($000) $462 Avg Close — Range —
Q1 2022
Shares 3,750 Value ($000) $286 Avg Close — Range —
Q4 2021
Shares 3,750 Value ($000) $286 Avg Close — Range —
Q3 2021
Shares 3,750 Value ($000) $266 Avg Close — Range —
Q2 2021
Shares 3,750 Value ($000) $270 Avg Close — Range —