ISHARES TR

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

DIVERSIFY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002030780)

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

Q4 2025
Shares 240,197 Value ($000) $12,483 Avg Close Range
Q3 2025
Shares 182,998 Value ($000) $9,488 Avg Close Range
Q2 2025
Shares 160,202 Value ($000) $8,254 Avg Close Range
Q1 2025
Shares 140,754 Value ($000) $7,177 Avg Close Range
Q4 2024
Shares 108,394 Value ($000) $5,395 Avg Close Range
Q3 2024
Shares 73,122 Value ($000) $3,745 Avg Close Range
Q2 2024
Shares 50,867 Value ($000) $2,620 Avg Close Range