ISHARES TR

Ticker: IYF CUSIP: 464287788 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 29,536 Value ($000) $3,808 Avg Close — Range —
Q3 2025
Shares 2,641 Value ($000) $334 Avg Close — Range —
Q2 2025
Shares 2,238 Value ($000) $271 Avg Close — Range —
Q1 2025
Shares 2,093 Value ($000) $236 Avg Close — Range —
Q4 2024
Shares 1,928 Value ($000) $213 Avg Close — Range —