ISHARES TR

Ticker: ACWI CUSIP: 464288257 Class: MSCI ACWI ETF

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's Holding History (CIK: 0001794153)

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

Q4 2025
Shares 1,716 Value ($000) $243 Avg Close — Range —
Q3 2025
Shares 1,716 Value ($000) $237 Avg Close — Range —
Q2 2025
Shares 1,716 Value ($000) $221 Avg Close — Range —
Q1 2025
Shares 1,842 Value ($000) $214 Avg Close — Range —
Q4 2024
Shares 1,870 Value ($000) $220 Avg Close — Range —
Q3 2024
Shares 2,007 Value ($000) $240 Avg Close — Range —
Q2 2024
Shares 2,007 Value ($000) $226 Avg Close — Range —
Q1 2024
Shares 1,977 Value ($000) $218 Avg Close — Range —