ISHARES TR

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

United Advisor Group, LLC's Holding History (CIK: 0002004873)

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

Q4 2025
Shares 3,113 Value ($000) $523 Avg Close — Range —
Q3 2025
Shares 3,069 Value ($000) $505 Avg Close — Range —
Q2 2025
Shares 3,195 Value ($000) $481 Avg Close — Range —
Q1 2025
Shares 3,346 Value ($000) $425 Avg Close — Range —
Q4 2024
Shares 2,443 Value ($000) $340 Avg Close — Range —
Q3 2024
Shares 1,565 Value ($000) $206 Avg Close — Range —
Q2 2024
Shares 1,714 Value ($000) $219 Avg Close — Range —