ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

Falcon Wealth Planning's Holding History (CIK: 0001839850)

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

Q4 2025
Shares 2,305 Value ($000) $236 Avg Close — Range —
Q3 2025
Shares 2,364 Value ($000) $236 Avg Close — Range —
Q2 2025
Shares 2,364 Value ($000) $224 Avg Close — Range —