ISHARES TR

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

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 8,481 Value ($000) $1,693 Avg Close — Range —
Q3 2025
Shares 8,495 Value ($000) $1,664 Avg Close — Range —
Q2 2025
Shares 12,081 Value ($000) $2,093 Avg Close — Range —
Q1 2025
Shares 12,697 Value ($000) $1,783 Avg Close — Range —