ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025
Shares 271 Value ($000) $28 Avg Close — Range —
Q3 2025
Shares 539 Value ($000) $54 Avg Close — Range —
Q2 2025
Shares 539 Value ($000) $51 Avg Close — Range —
Q1 2025
Shares 539 Value ($000) $50 Avg Close — Range —