ISHARES TR

Ticker: IYG CUSIP: 464287770 Class: ETF

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 6,344 Value ($000) $585 Avg Close — Range —
Q3 2025
Shares 6,051 Value ($000) $542 Avg Close — Range —
Q2 2025
Shares 6,826 Value ($000) $584 Avg Close — Range —
Q1 2025
Shares 6,826 Value ($000) $536 Avg Close — Range —
Q4 2024
Shares 6,141 Value ($000) $478 Avg Close — Range —
Q3 2024
Shares 3,818 Value ($000) $271 Avg Close — Range —