ISHARES TR

Ticker: IYM CUSIP: 464287838 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 13,714 Value ($000) $2,111 Avg Close — Range —
Q3 2025
Shares 12,211 Value ($000) $1,810 Avg Close — Range —
Q2 2025
Shares 12,631 Value ($000) $1,769 Avg Close — Range —
Q1 2025
Shares 12,893 Value ($000) $1,738 Avg Close — Range —
Q4 2024
Shares 16,680 Value ($000) $2,167 Avg Close — Range —
Q2 2024
Shares 15,288 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 15,283 Value ($000) $2 Avg Close — Range —