ISHARES TR

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

BEAM WEALTH ADVISORS, INC.'s Holding History (CIK: 0001803426)

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

Q4 2025
Shares 19,816 Value ($000) $3,328 Avg Close — Range —
Q3 2025
Shares 20,068 Value ($000) $3,302 Avg Close — Range —
Q2 2025
Shares 24,509 Value ($000) $3,686 Avg Close — Range —
Q1 2025
Shares 26,799 Value ($000) $3,406 Avg Close — Range —
Q4 2024
Shares 26,883 Value ($000) $3,746 Avg Close — Range —
Q3 2024
Shares 29,545 Value ($000) $3,897 Avg Close — Range —
Q2 2024
Shares 21,449 Value ($000) $2,734 Avg Close — Range —