ISHARES TR

Ticker: IYZ CUSIP: 464287713 Class: US TELECOM ETF

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q3 2023
Shares 42,041 Value ($000) $895 Avg Close — Range —
Q4 2022
Shares 20,652 Value ($000) $463 Avg Close — Range —