ISHARES TR

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

Wealth Management Partners, LLC's Holding History (CIK: 0001843294)

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

Q4 2025
Shares 8,301 Value ($000) $1,394 Avg Close — Range —
Q3 2025
Shares 8,301 Value ($000) $1,366 Avg Close — Range —
Q2 2025
Shares 8,324 Value ($000) $1,253 Avg Close — Range —
Q1 2025
Shares 8,320 Value ($000) $1,057 Avg Close — Range —
Q4 2024
Shares 8,594 Value ($000) $1,198 Avg Close — Range —
Q3 2024
Shares 8,593 Value ($000) $1,133 Avg Close — Range —
Q2 2024
Shares 8,870 Value ($000) $1,131 Avg Close — Range —
Q1 2024
Shares 8,960 Value ($000) $1,050 Avg Close — Range —
Q4 2023
Shares 8,955 Value ($000) $932 Avg Close — Range —
Q3 2023
Shares 8,978 Value ($000) $851 Avg Close — Range —
Q2 2023
Shares 8,972 Value ($000) $876 Avg Close — Range —
Q1 2023
Shares 9,232 Value ($000) $819 Avg Close — Range —
Q4 2022
Shares 9,000 Value ($000) $742 Avg Close — Range —
Q3 2022
Shares 9,000 Value ($000) $734 Avg Close — Range —
Q2 2022
Shares 9,000 Value ($000) $766 Avg Close — Range —
Q1 2022
Shares 9,000 Value ($000) $967 Avg Close — Range —
Q4 2021
Shares 9,000 Value ($000) $1,058 Avg Close — Range —
Q3 2021
Shares 9,507 Value ($000) $974 Avg Close — Range —
Q2 2021
Shares 9,702 Value ($000) $980 Avg Close — Range —
Q1 2021
Shares 9,677 Value ($000) $911 Avg Close — Range —
Q4 2020
Shares 11,928 Value ($000) $1,099 Avg Close — Range —