ISHARES TR

Ticker: HYG CUSIP: 464288513 Class: IBOXX HI YD ETF

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2025
Shares 30,949 Value ($000) $2,495 Avg Close — Range —
Q3 2025
Shares 31,661 Value ($000) $2,571 Avg Close — Range —