ISHARES TR

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

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 5,622 Value ($000) $944 Avg Close — Range —
Q3 2025
Shares 5,654 Value ($000) $930 Avg Close — Range —
Q2 2025
Shares 5,605 Value ($000) $843 Avg Close — Range —
Q1 2025
Shares 4,897 Value ($000) $622 Avg Close — Range —
Q4 2024
Shares 4,890 Value ($000) $681 Avg Close — Range —
Q3 2024
Shares 5,900 Value ($000) $778 Avg Close — Range —
Q2 2024
Shares 5,889 Value ($000) $751 Avg Close — Range —
Q1 2024
Shares 5,882 Value ($000) $689 Avg Close — Range —
Q4 2023
Shares 5,874 Value ($000) $611 Avg Close — Range —
Q3 2023
Shares 5,834 Value ($000) $553 Avg Close — Range —
Q2 2023
Shares 5,834 Value ($000) $570 Avg Close — Range —
Q1 2023
Shares 6,386 Value ($000) $567 Avg Close — Range —
Q4 2022
Shares 6,504 Value ($000) $530 Avg Close — Range —