ISHARES TR

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

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 4,718 Value ($000) $942 Avg Close — Range —
Q3 2025
Shares 4,266 Value ($000) $836 Avg Close — Range —
Q2 2025
Shares 36,141 Value ($000) $6,262 Avg Close — Range —
Q1 2025
Shares 32,024 Value ($000) $4,497 Avg Close — Range —
Q4 2024
Shares 26,818 Value ($000) $4,278 Avg Close — Range —
Q3 2024
Shares 12,660 Value ($000) $1,920 Avg Close — Range —
Q2 2024
Shares 106 Value ($000) $16 Avg Close — Range —