ISHARES TR

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

Tanglewood Legacy Advisors, LLC's Holding History (CIK: 0001965616)

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

Q4 2025
Shares 325,119 Value ($000) $54,601 Avg Close — Range —
Q3 2025
Shares 319,082 Value ($000) $52,502 Avg Close — Range —
Q2 2025
Shares 313,990 Value ($000) $47,224 Avg Close — Range —
Q1 2025
Shares 315,003 Value ($000) $40,031 Avg Close — Range —
Q4 2024
Shares 331,602 Value ($000) $46,209 Avg Close — Range —
Q3 2024
Shares 331,800 Value ($000) $43,768 Avg Close — Range —
Q2 2024
Shares 331,872 Value ($000) $42,307 Avg Close — Range —
Q1 2024
Shares 313,710 Value ($000) $36,770 Avg Close — Range —
Q4 2023
Shares 306,242 Value ($000) $31,880 Avg Close — Range —
Q3 2023
Shares 292,457 Value ($000) $27,734 Avg Close — Range —
Q2 2023
Shares 291,823 Value ($000) $28,494 Avg Close — Range —
Q1 2023
Shares 288,786 Value ($000) $25,636 Avg Close — Range —
Q4 2022
Shares 286,911 Value ($000) $23,389 Avg Close — Range —