ISHARES TR

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

Abound Wealth Management's Holding History (CIK: 0001950323)

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

Q4 2025
Shares 519 Value ($000) $87 Avg Close — Range —
Q3 2025
Shares 519 Value ($000) $85 Avg Close — Range —
Q2 2025
Shares 519 Value ($000) $78 Avg Close — Range —
Q1 2025
Shares 199 Value ($000) $25 Avg Close — Range —
Q4 2024
Shares 313 Value ($000) $44 Avg Close — Range —
Q3 2024
Shares 313 Value ($000) $41 Avg Close — Range —
Q2 2024
Shares 344 Value ($000) $44 Avg Close — Range —
Q1 2024
Shares 404 Value ($000) $47 Avg Close — Range —
Q4 2023
Shares 513 Value ($000) $53 Avg Close — Range —
Q3 2023
Shares 73 Value ($000) $7 Avg Close — Range —
Q1 2023
Shares 116 Value ($000) $10 Avg Close — Range —