ISHARES TR

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

Curi Capital, LLC's Holding History (CIK: 0001332905)

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

Q4 2025
Shares 215,771 Value ($000) $36,237 Avg Close — Range —
Q3 2025
Shares 135,752 Value ($000) $22,337 Avg Close — Range —
Q2 2025
Shares 57,042 Value ($000) $8,579 Avg Close — Range —
Q1 2025
Shares 24,231 Value ($000) $3,079 Avg Close — Range —