ISHARES TR

Ticker: CMF CUSIP: 464288356 Class: ETF

Whitegate Investment Counselors, Inc.'s Holding History (CIK: 0001667102)

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

Q4 2025
Shares 6,350 Value ($000) $365 Avg Close — Range —
Q3 2025
Shares 6,350 Value ($000) $362 Avg Close — Range —
Q2 2025
Shares 6,350 Value ($000) $354 Avg Close — Range —
Q1 2025
Shares 6,350 Value ($000) $357 Avg Close — Range —
Q4 2024
Shares 6,350 Value ($000) $364 Avg Close — Range —
Q3 2024
Shares 6,350 Value ($000) $369 Avg Close — Range —
Q2 2024
Shares 6,350 Value ($000) $361 Avg Close — Range —
Q1 2024
Shares 6,350 Value ($000) $365 Avg Close — Range —
Q4 2023
Shares 6,350 Value ($000) $368 Avg Close — Range —
Q3 2023
Shares 7,750 Value ($000) $425 Avg Close — Range —
Q2 2023
Shares 7,750 Value ($000) $441 Avg Close — Range —
Q1 2023
Shares 7,750 Value ($000) $445 Avg Close — Range —
Q4 2022
Shares 7,750 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 3,950 Value ($000) $214 Avg Close — Range —
Q2 2022
Shares 3,950 Value ($000) $223 Avg Close — Range —