ISHARES TR

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

Kelman-Lazarov, Inc.'s Holding History (CIK: 0001672067)

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

Q4 2025
Shares 1,597 Value ($000) $268 Avg Close — Range —
Q3 2025
Shares 1,595 Value ($000) $262 Avg Close — Range —
Q2 2025
Shares 1,593 Value ($000) $240 Avg Close — Range —
Q1 2025
Shares 1,590 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 —
Q1 2022
Shares 1,990 Value ($000) $210 Avg Close — Range —
Q4 2021
Shares 1,990 Value ($000) $230 Avg Close — Range —
Q3 2021
Shares 1,990 Value ($000) $204 Avg Close — Range —
Q2 2021
Shares 1,990 Value ($000) $201 Avg Close — Range —
Q4 2019
Shares 3,281 Value ($000) $222 Avg Close — Range —
Q3 2019
Shares 3,281 Value ($000) $206 Avg Close — Range —
Q2 2019
Shares 3,281 Value ($000) $206 Avg Close — Range —