ISHARES TR

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

TWIN PEAKS WEALTH ADVISORS, LLC's Holding History (CIK: 0002006218)

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

Q4 2025
Shares 3,015 Value ($000) $506 Avg Close — Range —
Q3 2025
Shares 3,531 Value ($000) $581 Avg Close — Range —
Q2 2025
Shares 3,531 Value ($000) $558 Avg Close — Range —
Q1 2025
Shares 3,463 Value ($000) $432 Avg Close — Range —
Q4 2024
Shares 4,139 Value ($000) $577 Avg Close — Range —
Q3 2024
Shares 5,602 Value ($000) $739 Avg Close — Range —
Q2 2024
Shares 7,283 Value ($000) $928 Avg Close — Range —
Q1 2024
Shares 7,229 Value ($000) $847 Avg Close — Range —
Q4 2023
Shares 7,944 Value ($000) $827 Avg Close — Range —