ISHARES TR

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

Convergence Financial, LLC's Holding History (CIK: 0002034001)

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

Q4 2025
Shares 1,447 Value ($000) $243 Avg Close — Range —
Q3 2025
Shares 2,242 Value ($000) $369 Avg Close — Range —
Q2 2025
Shares 2,242 Value ($000) $337 Avg Close — Range —
Q1 2025
Shares 2,339 Value ($000) $297 Avg Close — Range —
Q4 2024
Shares 2,311 Value ($000) $322 Avg Close — Range —
Q3 2024
Shares 2,336 Value ($000) $308 Avg Close — Range —
Q2 2024
Shares 2,423 Value ($000) $309 Avg Close — Range —
Q1 2024
Shares 2,114 Value ($000) $248 Avg Close — Range —
Q4 2023
Shares 2,453 Value ($000) $255 Avg Close — Range —