ISHARES TR

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

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's Holding History (CIK: 0001794153)

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

Q4 2025
Shares 1,961 Value ($000) $329 Avg Close — Range —
Q3 2025
Shares 1,961 Value ($000) $323 Avg Close — Range —
Q2 2025
Shares 1,961 Value ($000) $295 Avg Close — Range —
Q1 2025
Shares 1,961 Value ($000) $249 Avg Close — Range —
Q4 2024
Shares 1,961 Value ($000) $273 Avg Close — Range —
Q3 2024
Shares 1,961 Value ($000) $259 Avg Close — Range —
Q2 2024
Shares 1,961 Value ($000) $250 Avg Close — Range —
Q1 2024
Shares 1,952 Value ($000) $229 Avg Close — Range —
Q4 2023
Shares 1,952 Value ($000) $203 Avg Close — Range —
Q1 2022
Shares 2,026 Value ($000) $214 Avg Close — Range —
Q4 2021
Shares 2,026 Value ($000) $234 Avg Close — Range —
Q3 2021
Shares 2,026 Value ($000) $207 Avg Close — Range —
Q2 2021
Shares 2,026 Value ($000) $205 Avg Close — Range —