ISHARES TR

Ticker: IYM CUSIP: 464287838 Class: Exchange Traded Fund

Corient Private Wealth LLC's Holding History (CIK: 0001948780)

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

Q4 2025
Shares 24,088 Value ($000) $1,354 Avg Close — Range —
Q2 2025
Shares 9,488 Value ($000) $1,328 Avg Close — Range —
Q1 2025
Shares 10,088 Value ($000) $1,360 Avg Close — Range —
Q4 2024
Shares 10,307 Value ($000) $1,339 Avg Close — Range —
Q3 2024
Shares 11,083 Value ($000) $1,664 Avg Close — Range —
Q2 2024
Shares 10,798 Value ($000) $1,512 Avg Close — Range —
Q1 2024
Shares 10,960 Value ($000) $1,619 Avg Close — Range —
Q4 2023
Shares 11,076 Value ($000) $1,530 Avg Close — Range —
Q3 2023
Shares 11,081 Value ($000) $1,400 Avg Close — Range —
Q2 2023
Shares 11,381 Value ($000) $1,514 Avg Close — Range —
Q1 2023
Shares 10,816 Value ($000) $1,433 Avg Close — Range —
Q4 2022
Shares 10,701 Value ($000) $1,335 Avg Close — Range —