ISHARES TR

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

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 2,059 Value ($000) $346 Avg Close — Range —
Q3 2025
Shares 2,059 Value ($000) $339 Avg Close — Range —
Q2 2025
Shares 2,059 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 2,059 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 2,044 Value ($000) $283 Avg Close — Range —
Q3 2024
Shares 2,044 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 2,044 Value ($000) $261 Avg Close — Range —
Q1 2024
Shares 2,044 Value ($000) $240 Avg Close — Range —
Q4 2023
Shares 2,044 Value ($000) $213 Avg Close — Range —
Q1 2022
Shares 2,044 Value ($000) $215 Avg Close — Range —
Q4 2021
Shares 2,044 Value ($000) $236 Avg Close — Range —
Q3 2021
Shares 2,044 Value ($000) $209 Avg Close — Range —
Q2 2021
Shares 2,044 Value ($000) $206 Avg Close — Range —