ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

Monument Group Wealth Advisors, LLC's Holding History (CIK: 0001965665)

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

Q4 2025
Shares 17,246 Value ($000) $1,337 Avg Close — Range —
Q3 2025
Shares 19,495 Value ($000) $1,496 Avg Close — Range —
Q2 2025
Shares 18,226 Value ($000) $1,325 Avg Close — Range —
Q1 2025
Shares 19,237 Value ($000) $1,222 Avg Close — Range —
Q4 2024
Shares 19,260 Value ($000) $1,170 Avg Close — Range —
Q3 2024
Shares 21,425 Value ($000) $1,451 Avg Close — Range —
Q2 2024
Shares 20,813 Value ($000) $1,283 Avg Close — Range —
Q1 2024
Shares 20,813 Value ($000) $1,318 Avg Close — Range —
Q4 2023
Shares 19,846 Value ($000) $1,228 Avg Close — Range —