ISHARES TR

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

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q3 2022
Shares 180 Value ($000) $14 Avg Close — Range —
Q2 2022
Shares 180 Value ($000) $15 Avg Close — Range —
Q1 2022
Shares 180 Value ($000) $19 Avg Close — Range —
Q4 2021
Shares 180 Value ($000) $21 Avg Close — Range —
Q3 2021
Shares 180 Value ($000) $18 Avg Close — Range —
Q2 2021
Shares 180 Value ($000) $18 Avg Close — Range —
Q1 2021
Shares 180 Value ($000) $16 Avg Close — Range —
Q4 2020
Shares 180 Value ($000) $16 Avg Close — Range —
Q3 2020
Shares 180 Value ($000) $14 Avg Close — Range —
Q2 2020
Shares 180 Value ($000) $13 Avg Close — Range —
Q1 2020
Shares 180 Value ($000) $10 Avg Close — Range —
Q4 2019
Shares 180 Value ($000) $12 Avg Close — Range —