ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

CARRET ASSET MANAGEMENT, LLC's Holding History (CIK: 0000791490)

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

Q4 2025
Shares 1,252 Value ($000) $210 Avg Close — Range —
Q3 2025
Shares 1,252 Value ($000) $206 Avg Close — Range —