ISHARES TR

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

ORG Wealth Partners, LLC's Holding History (CIK: 0002032602)

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

Q4 2025
Shares 4,670 Value ($000) $784 Avg Close — Range —
Q3 2025
Shares 4,882 Value ($000) $803 Avg Close — Range —
Q2 2025
Shares 4,240 Value ($000) $632 Avg Close — Range —
Q1 2025
Shares 4,245 Value ($000) $544 Avg Close — Range —
Q4 2024
Shares 4,449 Value ($000) $620 Avg Close — Range —
Q3 2024
Shares 4,471 Value ($000) $590 Avg Close — Range —