ISHARES TR

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

PRESILIUM PRIVATE WEALTH, LLC's Holding History (CIK: 0001939831)

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

Q4 2025
Shares 9,569 Value ($000) $1,607 Avg Close — Range —
Q3 2025
Shares 10,176 Value ($000) $1,674 Avg Close — Range —
Q2 2025
Shares 11,543 Value ($000) $1,736 Avg Close — Range —
Q1 2025
Shares 10,188 Value ($000) $1,295 Avg Close — Range —
Q4 2024
Shares 10,200 Value ($000) $1,421 Avg Close — Range —
Q3 2024
Shares 10,005 Value ($000) $1,320 Avg Close — Range —
Q2 2024
Shares 8,817 Value ($000) $1,124 Avg Close — Range —
Q1 2024
Shares 9,420 Value ($000) $1,104 Avg Close — Range —
Q4 2023
Shares 10,383 Value ($000) $1,081 Avg Close — Range —
Q3 2023
Shares 10,349 Value ($000) $981 Avg Close — Range —
Q2 2023
Shares 10,344 Value ($000) $1,010 Avg Close — Range —
Q1 2023
Shares 10,357 Value ($000) $919 Avg Close — Range —
Q4 2022
Shares 10,349 Value ($000) $844 Avg Close — Range —