ISHARES TR

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

Caliber Wealth Management, LLC / KS's Holding History (CIK: 0002067120)

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

Q4 2025
Shares 20,031 Value ($000) $3,364 Avg Close — Range —
Q3 2025
Shares 20,659 Value ($000) $3,399 Avg Close — Range —
Q2 2025
Shares 21,965 Value ($000) $3,304 Avg Close — Range —
Q1 2025
Shares 23,082 Value ($000) $2,933 Avg Close — Range —