ISHARES TR

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

Private Wealth Partners, LLC's Holding History (CIK: 0001335851)

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

Q4 2025
Shares 6,028 Value ($000) $1,012 Avg Close — Range —
Q3 2025
Shares 1,588 Value ($000) $261 Avg Close — Range —
Q2 2025
Shares 1,588 Value ($000) $239 Avg Close — Range —
Q1 2025
Shares 1,588 Value ($000) $202 Avg Close — Range —
Q4 2024
Shares 1,588 Value ($000) $221 Avg Close — Range —
Q3 2024
Shares 1,588 Value ($000) $209 Avg Close — Range —
Q2 2024
Shares 1,588 Value ($000) $202 Avg Close — Range —