ISHARES TR

Ticker: ICLN CUSIP: 464288224 Class: GL CLEAN ENE ETF

INSTRUMENTAL WEALTH, LLC's Holding History (CIK: 0001976010)

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

Q4 2025
Shares 48,472 Value ($000) $905 Avg Close — Range —
Q3 2025
Shares 39,947 Value ($000) $680 Avg Close — Range —
Q2 2025
Shares 39,675 Value ($000) $536 Avg Close — Range —
Q1 2025
Shares 35,764 Value ($000) $424 Avg Close — Range —
Q4 2024
Shares 30,862 Value ($000) $351 Avg Close — Range —
Q3 2024
Shares 207,832 Value ($000) $2,837 Avg Close — Range —
Q2 2024
Shares 200,401 Value ($000) $2,792 Avg Close — Range —
Q1 2024
Shares 183,498 Value ($000) $2,767 Avg Close — Range —
Q4 2023
Shares 95,517 Value ($000) $1,332 Avg Close — Range —
Q3 2023
Shares 79,943 Value ($000) $1,143 Avg Close — Range —
Q2 2023
Shares 48,384 Value ($000) $901 Avg Close — Range —