ISHARES TR

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

Coordinated Financial Services, Inc.'s Holding History (CIK: 0002055532)

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

Q4 2025
Shares 6,962 Value ($000) $1,169 Avg Close — Range —
Q3 2025
Shares 7,307 Value ($000) $1,202 Avg Close — Range —
Q2 2025
Shares 8,116 Value ($000) $1,221 Avg Close — Range —
Q4 2024
Shares 8,790 Value ($000) $1,225 Avg Close — Range —