ISHARES TR

Ticker: IDV CUSIP: 464288448 Class: INTL SEL DIV ETF

PRECEDENT WEALTH PARTNERS, LLC's Holding History (CIK: 0002008666)

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

Q4 2025
Shares 21,860 Value ($000) $862 Avg Close — Range —
Q3 2025
Shares 29,916 Value ($000) $1,093 Avg Close — Range —
Q2 2025
Shares 32,218 Value ($000) $1,112 Avg Close — Range —
Q1 2025
Shares 33,191 Value ($000) $1,030 Avg Close — Range —
Q4 2024
Shares 50,451 Value ($000) $1,381 Avg Close — Range —
Q3 2024
Shares 46,543 Value ($000) $1,407 Avg Close — Range —
Q2 2024
Shares 51,969 Value ($000) $1,438 Avg Close — Range —
Q1 2024
Shares 63,188 Value ($000) $1,772 Avg Close — Range —
Q4 2023
Shares 66,751 Value ($000) $1,868 Avg Close — Range —