ISHARES TR

Ticker: CMF CUSIP: 464288356 Class: ETF

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q3 2025
Shares 4,410 Value ($000) $254 Avg Close — Range —
Q2 2025
Shares 4,507 Value ($000) $250 Avg Close — Range —
Q1 2025
Shares 11,362 Value ($000) $639 Avg Close — Range —
Q4 2024
Shares 11,360 Value ($000) $651 Avg Close — Range —
Q3 2024
Shares 11,355 Value ($000) $660 Avg Close — Range —
Q2 2024
Shares 8,740 Value ($000) $497 Avg Close — Range —
Q1 2024
Shares 5,155 Value ($000) $297 Avg Close — Range —
Q4 2023
Shares 5,153 Value ($000) $299 Avg Close — Range —