ISHARES TR

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

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q1 2024
Shares 182 Value ($000) $21 Avg Close — Range —
Q4 2023
Shares 219 Value ($000) $18 Avg Close — Range —
Q3 2023
Shares 205 Value ($000) $19 Avg Close — Range —
Q2 2023
Shares 205 Value ($000) $20 Avg Close — Range —
Q1 2023
Shares 219 Value ($000) $19 Avg Close — Range —
Q4 2022
Shares 219 Value ($000) $18 Avg Close — Range —
Q3 2022
Shares 219 Value ($000) $18 Avg Close — Range —
Q2 2022
Shares 226 Value ($000) $19 Avg Close — Range —