ISHARES TR

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

Legacy Financial Group LLC's Holding History (CIK: 0001834011)

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

Q4 2025
Shares 338,551 Value ($000) $55,600 Avg Close — Range —
Q3 2025
Shares 358,452 Value ($000) $58,980 Avg Close — Range —
Q2 2025
Shares 360,731 Value ($000) $54,254 Avg Close — Range —
Q1 2025
Shares 461,280 Value ($000) $58,620 Avg Close — Range —
Q4 2024
Shares 469,146 Value ($000) $65,375,458 Avg Close — Range —
Q3 2024
Shares 492,993 Value ($000) $65,031 Avg Close — Range —
Q2 2024
Shares 492,225 Value ($000) $62,749 Avg Close — Range —
Q1 2024
Shares 455,135 Value ($000) $53,346 Avg Close — Range —
Q4 2023
Shares 27,766 Value ($000) $2,890 Avg Close — Range —
Q3 2023
Shares 485,559 Value ($000) $46,045,533 Avg Close — Range —
Q2 2023
Shares 482,760 Value ($000) $47,137 Avg Close — Range —
Q1 2023
Shares 424,968 Value ($000) $37,724 Avg Close — Range —
Q4 2022
Shares 449,721 Value ($000) $36,661 Avg Close — Range —
Q3 2022
Shares 434,142 Value ($000) $34,809 Avg Close — Range —
Q2 2022
Shares 408,231 Value ($000) $34,169 Avg Close — Range —
Q1 2022
Shares 413,777 Value ($000) $43,720 Avg Close — Range —
Q4 2021
Shares 335,565 Value ($000) $37,550 Avg Close — Range —
Q3 2021
Shares 467,301 Value ($000) $47,856 Avg Close — Range —
Q2 2021
Shares 453,289 Value ($000) $45,773 Avg Close — Range —
Q1 2021
Shares 422,802 Value ($000) $38,386 Avg Close — Range —
Q4 2020
Shares 416,835 Value ($000) $36,969 Avg Close — Range —