ISHARES TR

Ticker: IYE CUSIP: 464287796 Class: U.S. ENERGY ETF

Foundation Wealth Management, LLC's Holding History (CIK: 0001966351)

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

Q4 2025
Shares 27,845 Value ($000) $1,325 Avg Close Range
Q3 2025
Shares 29,071 Value ($000) $1,382 Avg Close Range
Q2 2025
Shares 29,433 Value ($000) $1,331 Avg Close Range
Q1 2025
Shares 24,654 Value ($000) $1,215 Avg Close Range
Q4 2024
Shares 24,413 Value ($000) $1,112 Avg Close Range
Q3 2024
Shares 24,989 Value ($000) $1,158 Avg Close Range
Q2 2024
Shares 25,428 Value ($000) $1,220 Avg Close Range
Q1 2024
Shares 25,460 Value ($000) $1,258 Avg Close Range
Q4 2023
Shares 26,101 Value ($000) $1,152 Avg Close Range
Q3 2023
Shares 24,960 Value ($000) $1,184 Avg Close Range
Q2 2023
Shares 26,755 Value ($000) $1,146 Avg Close Range
Q1 2023
Shares 26,229 Value ($000) $1,147 Avg Close Range
Q4 2022
Shares 34,341 Value ($000) $1,596 Avg Close Range