ISHARES TR

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

Strategies Wealth Advisors, LLC's Holding History (CIK: 0001976435)

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

Q4 2025
Shares 167,565 Value ($000) $28,141 Avg Close — Range —
Q3 2025
Shares 181,327 Value ($000) $29,836 Avg Close — Range —
Q2 2025
Shares 204,805 Value ($000) $30,803 Avg Close — Range —
Q1 2025
Shares 179,796 Value ($000) $22,848 Avg Close — Range —
Q4 2024
Shares 186,640 Value ($000) $27,040 Avg Close — Range —
Q3 2024
Shares 193,329 Value ($000) $25,502 Avg Close — Range —
Q2 2024
Shares 205,169 Value ($000) $26,155 Avg Close — Range —
Q1 2024
Shares 221,741 Value ($000) $25,990 Avg Close — Range —
Q4 2023
Shares 234,979 Value ($000) $24,461 Avg Close — Range —
Q3 2023
Shares 246,954 Value ($000) $23,419 Avg Close — Range —
Q2 2023
Shares 245,981 Value ($000) $24,018 Avg Close — Range —
Q1 2023
Shares 257,360 Value ($000) $22,846 Avg Close — Range —
Q4 2022
Shares 267,449 Value ($000) $21,802 Avg Close — Range —
Q2 2022
Shares 83,741 Value ($000) $7,009 Avg Close — Range —
Q1 2022
Shares 76,761 Value ($000) $8,111 Avg Close — Range —
Q4 2021
Shares 76,679 Value ($000) $8,867 Avg Close — Range —