ISHARES TR

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

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 23,783 Value ($000) $3,994 Avg Close — Range —
Q3 2025
Shares 24,214 Value ($000) $3,984 Avg Close — Range —
Q2 2025
Shares 25,157 Value ($000) $3,784 Avg Close — Range —
Q1 2025
Shares 26,826 Value ($000) $3,409 Avg Close — Range —
Q4 2024
Shares 27,847 Value ($000) $3,881 Avg Close — Range —
Q1 2022
Shares 35,593 Value ($000) $3,761 Avg Close — Range —
Q4 2021
Shares 35,851 Value ($000) $4,146 Avg Close — Range —
Q3 2021
Shares 37,069 Value ($000) $3,796 Avg Close — Range —
Q2 2021
Shares 37,709 Value ($000) $3,808 Avg Close — Range —
Q1 2021
Shares 38,206 Value ($000) $3,468 Avg Close — Range —
Q4 2020
Shares 38,870 Value ($000) $3,447 Avg Close — Range —
Q3 2020
Shares 40,637 Value ($000) $3,250 Avg Close — Range —
Q2 2020
Shares 12,643 Value ($000) $909 Avg Close — Range —
Q1 2020
Shares 45,094 Value ($000) $2,574 Avg Close — Range —
Q3 2019
Shares 63,400 Value ($000) $3,986 Avg Close — Range —
Q2 2019
Shares 62,124 Value ($000) $3,893 Avg Close — Range —
Q1 2019
Shares 56,768 Value ($000) $3,424 Avg Close — Range —