ISHARES TR

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

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

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

Q4 2025
Shares 10,645 Value ($000) $1,788 Avg Close — Range —
Q3 2025
Shares 10,645 Value ($000) $1,752 Avg Close — Range —
Q2 2025
Shares 10,645 Value ($000) $1,601 Avg Close — Range —
Q1 2025
Shares 18,140 Value ($000) $2,305 Avg Close — Range —
Q3 2022
Shares 32,004 Value ($000) $2,752 Avg Close — Range —
Q2 2022
Shares 34,549 Value ($000) $2,892 Avg Close — Range —
Q1 2022
Shares 34,475 Value ($000) $3,643 Avg Close — Range —