ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

Foundation Wealth Management, LLC\PA's Holding History (CIK: 0002011000)

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

Q4 2025
Shares 33,246 Value ($000) $2,578 Avg Close — Range —
Q3 2025
Shares 39,687 Value ($000) $3,045 Avg Close — Range —
Q2 2025
Shares 48,344 Value ($000) $3,514 Avg Close — Range —
Q1 2025
Shares 48,936 Value ($000) $3,109 Avg Close — Range —
Q4 2024
Shares 49,713 Value ($000) $3,020 Avg Close — Range —