ISHARES TR

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

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025
Shares 1,261 Value ($000) $212 Avg Close — Range —
Q3 2025
Shares 1,261 Value ($000) $207 Avg Close — Range —