ISHARES TR

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

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 3,678 Value ($000) $618 Avg Close — Range —
Q3 2025
Shares 3,678 Value ($000) $605 Avg Close — Range —
Q2 2025
Shares 3,678 Value ($000) $553 Avg Close — Range —
Q1 2025
Shares 4,679 Value ($000) $595 Avg Close — Range —
Q4 2024
Shares 4,679 Value ($000) $652 Avg Close — Range —
Q3 2024
Shares 4,801 Value ($000) $633 Avg Close — Range —
Q2 2024
Shares 4,801 Value ($000) $612 Avg Close — Range —
Q1 2024
Shares 4,801 Value ($000) $563 Avg Close — Range —
Q4 2023
Shares 4,801 Value ($000) $500 Avg Close — Range —
Q3 2023
Shares 4,801 Value ($000) $455 Avg Close — Range —
Q2 2023
Shares 4,801 Value ($000) $469 Avg Close — Range —
Q1 2023
Shares 4,801 Value ($000) $426 Avg Close — Range —
Q4 2022
Shares 4,801 Value ($000) $391 Avg Close — Range —