ISHARES TR

Ticker: IYG CUSIP: 464287770 Class: ETF

Bernard Wealth Management Corp.'s Holding History (CIK: 0002056313)

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

Q4 2025
Shares 46,224 Value ($000) $4,264 Avg Close — Range —
Q3 2025
Shares 45,536 Value ($000) $4,082 Avg Close — Range —
Q2 2025
Shares 44,626 Value ($000) $3,820 Avg Close — Range —
Q1 2025
Shares 35,324 Value ($000) $2,775 Avg Close — Range —
Q4 2024
Shares 7,509 Value ($000) $1,385 Avg Close — Range —