ISHARES TR

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

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Holding History (CIK: 0001510434)

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

Q4 2025
Shares 7,222 Value ($000) $1,213 Avg Close — Range —
Q3 2025
Shares 7,222 Value ($000) $1,188 Avg Close — Range —
Q2 2025
Shares 7,222 Value ($000) $1,086 Avg Close — Range —
Q1 2025
Shares 7,253 Value ($000) $922 Avg Close — Range —
Q4 2024
Shares 7,222 Value ($000) $1,006 Avg Close — Range —
Q3 2024
Shares 7,222 Value ($000) $953 Avg Close — Range —
Q2 2024
Shares 7,200 Value ($000) $918 Avg Close — Range —