ISHARES TR

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

Richard W. Paul & Associates, LLC's Holding History (CIK: 0001964203)

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

Q4 2025
Shares 103,133 Value ($000) $17,320 Avg Close — Range —
Q3 2025
Shares 99,604 Value ($000) $16,389 Avg Close — Range —
Q2 2025
Shares 99,410 Value ($000) $14,951 Avg Close — Range —
Q1 2025
Shares 100,282 Value ($000) $12,744 Avg Close — Range —
Q4 2024
Shares 103,639 Value ($000) $14,442 Avg Close — Range —
Q3 2024
Shares 107,300 Value ($000) $14,154 Avg Close — Range —
Q2 2024
Shares 108,039 Value ($000) $13,773 Avg Close — Range —
Q1 2024
Shares 103,382 Value ($000) $12,117 Avg Close — Range —
Q4 2023
Shares 105,447 Value ($000) $10,977 Avg Close — Range —
Q3 2023
Shares 102,305 Value ($000) $9,702 Avg Close — Range —
Q2 2023
Shares 108,656 Value ($000) $10,609 Avg Close — Range —
Q1 2023
Shares 105,594 Value ($000) $9,374 Avg Close — Range —
Q4 2022
Shares 93,373 Value ($000) $7,612 Avg Close — Range —