ISHARES TR

Ticker: IDU CUSIP: 464287697 Class: Exchange Traded Fund

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 17,800 Value ($000) $1,929 Avg Close — Range —
Q3 2025
Shares 19,190 Value ($000) $2,128 Avg Close — Range —
Q2 2025
Shares 19,007 Value ($000) $1,988 Avg Close — Range —
Q1 2025
Shares 19,004 Value ($000) $1,927 Avg Close — Range —
Q4 2024
Shares 19,001 Value ($000) $1,828 Avg Close — Range —
Q3 2024
Shares 18,988 Value ($000) $1,937 Avg Close — Range —
Q2 2024
Shares 20,636 Value ($000) $1,814 Avg Close — Range —