ISHARES TR

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

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

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

Q4 2025
Shares 6,584 Value ($000) $1,106 Avg Close — Range —
Q3 2025
Shares 4,098 Value ($000) $674 Avg Close — Range —
Q2 2025
Shares 8,117 Value ($000) $1,221 Avg Close — Range —
Q1 2025
Shares 5,074 Value ($000) $645 Avg Close — Range —
Q4 2024
Shares 4,618 Value ($000) $643 Avg Close — Range —
Q3 2024
Shares 2,107 Value ($000) $278 Avg Close — Range —
Q2 2023
Shares 2,155 Value ($000) $210 Avg Close — Range —
Q4 2018
Shares 9,719 Value ($000) $558 Avg Close — Range —