ISHARES TR

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

GDS Wealth Management's Holding History (CIK: 0001940869)

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

Q4 2025
Shares 5,272 Value ($000) $885 Avg Close — Range —
Q3 2025
Shares 4,650 Value ($000) $765 Avg Close — Range —
Q2 2025
Shares 4,823 Value ($000) $725 Avg Close — Range —
Q1 2025
Shares 4,342 Value ($000) $552 Avg Close — Range —
Q4 2024
Shares 5,263 Value ($000) $733 Avg Close — Range —
Q3 2024
Shares 5,334 Value ($000) $704 Avg Close — Range —
Q2 2024
Shares 73,705 Value ($000) $9,396 Avg Close — Range —
Q1 2024
Shares 75,372 Value ($000) $8,834 Avg Close — Range —
Q4 2023
Shares 63,822 Value ($000) $6,644 Avg Close — Range —
Q3 2023
Shares 36,920 Value ($000) $3,501 Avg Close — Range —
Q2 2023
Shares 14,864 Value ($000) $1,451 Avg Close — Range —
Q1 2023
Shares 6,971 Value ($000) $619 Avg Close — Range —
Q4 2022
Shares 10,693 Value ($000) $872 Avg Close — Range —
Q3 2022
Shares 174,544 Value ($000) $13,995 Avg Close — Range —
Q2 2022
Shares 126,245 Value ($000) $10,567 Avg Close — Range —
Q1 2022
Shares 18,541 Value ($000) $1,845 Avg Close — Range —
Q4 2021
Shares 5,637 Value ($000) $652 Avg Close — Range —