ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

Fonville Wealth Management LLC's Holding History (CIK: 0002008703)

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

Q4 2025
Shares 113,735 Value ($000) $8,818 Avg Close — Range —
Q3 2025
Shares 106,526 Value ($000) $8,173 Avg Close — Range —
Q2 2025
Shares 101,592 Value ($000) $7,384 Avg Close — Range —
Q1 2025
Shares 94,006 Value ($000) $6,097 Avg Close — Range —
Q4 2024
Shares 87,092 Value ($000) $5,291 Avg Close — Range —
Q3 2024
Shares 81,483 Value ($000) $5,516 Avg Close — Range —
Q2 2024
Shares 72,046 Value ($000) $4,441 Avg Close — Range —
Q1 2024
Shares 62,831 Value ($000) $3,979 Avg Close — Range —
Q4 2023
Shares 55,165 Value ($000) $3,415 Avg Close — Range —