ISHARES TR

Ticker: USIG CUSIP: 464288620 Class: USD INV GRDE ETF

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q4 2025
Shares 49,049 Value ($000) $2,539 Avg Close — Range —
Q3 2025
Shares 41,221 Value ($000) $2,153 Avg Close — Range —
Q2 2025
Shares 47,741 Value ($000) $2,456 Avg Close — Range —
Q1 2025
Shares 38,705 Value ($000) $1,977 Avg Close — Range —
Q4 2024
Shares 26,829 Value ($000) $1,349 Avg Close — Range —
Q3 2024
Shares 18,420 Value ($000) $969 Avg Close — Range —
Q2 2024
Shares 18,361 Value ($000) $922 Avg Close — Range —
Q1 2024
Shares 14,887 Value ($000) $756 Avg Close — Range —