ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 3,157 Value ($000) $245 Avg Close — Range —
Q3 2025
Shares 3,877 Value ($000) $297 Avg Close — Range —
Q2 2025
Shares 4,567 Value ($000) $332 Avg Close — Range —
Q1 2025
Shares 4,917 Value ($000) $312 Avg Close — Range —
Q4 2024
Shares 4,917 Value ($000) $299 Avg Close — Range —
Q3 2024
Shares 5,369 Value ($000) $363 Avg Close — Range —
Q2 2024
Shares 5,401 Value ($000) $333 Avg Close — Range —
Q1 2024
Shares 4,949 Value ($000) $313 Avg Close — Range —
Q4 2023
Shares 4,409 Value ($000) $273 Avg Close — Range —
Q3 2023
Shares 4,559 Value ($000) $257 Avg Close — Range —
Q2 2023
Shares 4,928 Value ($000) $291 Avg Close — Range —
Q4 2022
Shares 4,259 Value ($000) $241 Avg Close — Range —