ISHARES TR

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

EHRLICH FINANCIAL GROUP's Holding History (CIK: 0002010632)

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

Q4 2025
Shares 1,490 Value ($000) $250 Avg Close — Range —
Q3 2025
Shares 1,493 Value ($000) $246 Avg Close — Range —
Q2 2025
Shares 1,523 Value ($000) $229 Avg Close — Range —
Q4 2024
Shares 1,743 Value ($000) $243 Avg Close — Range —
Q3 2024
Shares 1,743 Value ($000) $230 Avg Close — Range —
Q2 2024
Shares 1,752 Value ($000) $223 Avg Close — Range —
Q1 2024
Shares 2,472 Value ($000) $290 Avg Close — Range —
Q4 2023
Shares 7,779 Value ($000) $810 Avg Close — Range —