ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 444 Value ($000) $46 Avg Close — Range —
Q3 2025
Shares 444 Value ($000) $44 Avg Close — Range —
Q2 2025
Shares 444 Value ($000) $42 Avg Close — Range —
Q1 2025
Shares 442 Value ($000) $41 Avg Close — Range —