ISHARES TR

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

Philip James Wealth Mangement, LLC's Holding History (CIK: 0002002630)

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

Q2 2025
Shares 1,813 Value ($000) $273 Avg Close — Range —
Q1 2025
Shares 1,811 Value ($000) $230 Avg Close — Range —
Q4 2024
Shares 2,649 Value ($000) $369 Avg Close — Range —
Q3 2024
Shares 3,038 Value ($000) $401 Avg Close — Range —
Q2 2024
Shares 3,072 Value ($000) $392 Avg Close — Range —
Q1 2024
Shares 3,088 Value ($000) $362 Avg Close — Range —
Q4 2023
Shares 3,433 Value ($000) $357 Avg Close — Range —