ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

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

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

Q4 2025
Shares 70,831 Value ($000) $6,782 Avg Close — Range —
Q3 2025
Shares 69,702 Value ($000) $6,695 Avg Close — Range —
Q2 2025
Shares 67,524 Value ($000) $6,284 Avg Close — Range —
Q1 2025
Shares 62,641 Value ($000) $5,874 Avg Close — Range —
Q4 2024
Shares 67,966 Value ($000) $6,231 Avg Close — Range —
Q3 2024
Shares 64,992 Value ($000) $6,227 Avg Close — Range —
Q2 2024
Shares 63,669 Value ($000) $5,845 Avg Close — Range —
Q1 2024
Shares 68,051 Value ($000) $6,289 Avg Close — Range —
Q4 2023
Shares 57,956 Value ($000) $5,452 Avg Close — Range —