ISHARES TR

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

Benchmark Financial Wealth Advisors, LLC's Holding History (CIK: 0001757706)

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

Q4 2025
Shares 8,273 Value ($000) $1,389 Avg Close — Range —
Q3 2025
Shares 8,607 Value ($000) $1,416 Avg Close — Range —
Q2 2025
Shares 8,503 Value ($000) $1,279 Avg Close — Range —
Q1 2025
Shares 8,496 Value ($000) $1,080 Avg Close — Range —
Q4 2024
Shares 10,636 Value ($000) $1,482 Avg Close — Range —
Q3 2024
Shares 10,619 Value ($000) $1,401 Avg Close — Range —
Q2 2024
Shares 10,471 Value ($000) $1,335 Avg Close — Range —
Q1 2024
Shares 10,460 Value ($000) $1,226 Avg Close — Range —
Q4 2023
Shares 10,500 Value ($000) $1,093 Avg Close — Range —
Q3 2023
Shares 10,253 Value ($000) $972 Avg Close — Range —
Q2 2023
Shares 10,045 Value ($000) $981 Avg Close — Range —
Q1 2023
Shares 8,700 Value ($000) $772 Avg Close — Range —
Q4 2022
Shares 8,974 Value ($000) $732 Avg Close — Range —
Q3 2022
Shares 60,056 Value ($000) $4,815 Avg Close — Range —
Q2 2022
Shares 66,317 Value ($000) $5,551 Avg Close — Range —
Q1 2022
Shares 70,008 Value ($000) $7,397 Avg Close — Range —
Q4 2021
Shares 69,903 Value ($000) $8,084 Avg Close — Range —
Q3 2021
Shares 71,076 Value ($000) $7,279 Avg Close — Range —
Q2 2021
Shares 74,000 Value ($000) $7,472 Avg Close — Range —
Q1 2021
Shares 73,090 Value ($000) $6,636 Avg Close — Range —
Q4 2020
Shares 75,200 Value ($000) $6,669 Avg Close — Range —
Q3 2020
Shares 67,882 Value ($000) $5,429 Avg Close — Range —
Q2 2020
Shares 53,229 Value ($000) $3,826 Avg Close — Range —
Q1 2020
Shares 7,602 Value ($000) $434 Avg Close — Range —
Q4 2019
Shares 5,503 Value ($000) $372 Avg Close — Range —
Q3 2019
Shares 5,241 Value ($000) $329 Avg Close — Range —