ISHARES TR

Ticker: IMCG CUSIP: 464288307 Class: MRGSTR MD CP GRW

Caliber Wealth Management, LLC / KS's Holding History (CIK: 0002067120)

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

Q4 2025
Shares 32,325 Value ($000) $2,581 Avg Close — Range —
Q3 2025
Shares 35,105 Value ($000) $2,904 Avg Close — Range —
Q2 2025
Shares 39,091 Value ($000) $3,136 Avg Close — Range —
Q1 2025
Shares 39,789 Value ($000) $2,842 Avg Close — Range —