ISHARES TR

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

Independence Financial Advisors, LLC's Holding History (CIK: 0002066080)

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

Q4 2025
Shares 64,448 Value ($000) $10,823 Avg Close — Range —
Q3 2025
Shares 65,217 Value ($000) $10,731 Avg Close — Range —
Q2 2025
Shares 74,160 Value ($000) $11,154 Avg Close — Range —
Q1 2025
Shares 493,711 Value ($000) $62,741 Avg Close — Range —