ISHARES TR

Ticker: CMF CUSIP: 464288356 Class: ETF

INSTRUMENTAL WEALTH, LLC's Holding History (CIK: 0001976010)

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

Q4 2025
Shares 13,581 Value ($000) $793 Avg Close — Range —
Q3 2025
Shares 13,118 Value ($000) $754 Avg Close — Range —
Q2 2025
Shares 12,936 Value ($000) $717 Avg Close — Range —
Q1 2025
Shares 12,606 Value ($000) $698 Avg Close — Range —
Q4 2024
Shares 11,515 Value ($000) $658 Avg Close — Range —
Q3 2024
Shares 10,954 Value ($000) $630 Avg Close — Range —