ISHARES TR

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

Synergy Investment Management, LLC's Holding History (CIK: 0002053786)

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

Q1 2025
Shares 4,068 Value ($000) $517 Avg Close — Range —
Q4 2024
Shares 6,721 Value ($000) $936 Avg Close — Range —