ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

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

Q4 2025
Shares 36,210 Value ($000) $7,230 Avg Close — Range —
Q3 2025
Shares 32,803 Value ($000) $6,425 Avg Close — Range —
Q2 2025
Shares 90,776 Value ($000) $15,729 Avg Close — Range —
Q1 2025
Shares 88,240 Value ($000) $12,392 Avg Close — Range —