ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

Marks Wealth, LLC's Holding History (CIK: 0001838660)

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

Q4 2025
Shares 8,567 Value ($000) $944 Avg Close — Range —
Q3 2025
Shares 312,928 Value ($000) $34,575 Avg Close — Range —
Q2 2025
Shares 480,919 Value ($000) $53,103 Avg Close — Range —
Q1 2025
Shares 1,410,201 Value ($000) $155,771 Avg Close — Range —
Q2 2023
Shares 71,134 Value ($000) $7,857 Avg Close — Range —
Q1 2023
Shares 71,534 Value ($000) $7,905 Avg Close — Range —
Q4 2022
Shares 71,603 Value ($000) $7,871 Avg Close — Range —
Q3 2022
Shares 239,762 Value ($000) $26,374 Avg Close — Range —
Q2 2022
Shares 335,753 Value ($000) $36,966 Avg Close — Range —