ISHARES TR

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

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q4 2025
Shares 1,000 Value ($000) $168 Avg Close — Range —
Q3 2023
Shares 132 Value ($000) $13 Avg Close — Range —