ISHARES TR

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

WMG Financial Advisors, LLC's Holding History (CIK: 0001906711)

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

Q4 2025
Shares 1,274 Value ($000) $214 Avg Close — Range —
Q3 2025
Shares 1,274 Value ($000) $210 Avg Close — Range —
Q4 2024
Shares 2,836 Value ($000) $395 Avg Close — Range —
Q3 2024
Shares 2,836 Value ($000) $374 Avg Close — Range —
Q2 2024
Shares 2,836 Value ($000) $362 Avg Close — Range —
Q1 2024
Shares 2,836 Value ($000) $332 Avg Close — Range —
Q4 2023
Shares 2,836 Value ($000) $295 Avg Close — Range —