ISHARES TR

Ticker: IEI CUSIP: 464288661 Class: Fixed Income ETF

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

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

Q4 2025
Shares 7,186 Value ($000) $858 Avg Close — Range —
Q3 2025
Shares 7,235 Value ($000) $865 Avg Close — Range —
Q2 2025
Shares 7,302 Value ($000) $870 Avg Close — Range —
Q1 2025
Shares 7,373 Value ($000) $871 Avg Close — Range —
Q4 2024
Shares 7,550 Value ($000) $872 Avg Close — Range —
Q3 2024
Shares 7,704 Value ($000) $915 Avg Close — Range —
Q2 2024
Shares 10,928 Value ($000) $1,262 Avg Close — Range —
Q1 2024
Shares 11,136 Value ($000) $1,290 Avg Close — Range —
Q4 2023
Shares 14,507 Value ($000) $1,699 Avg Close — Range —