ISHARES TR

Ticker: PFF CUSIP: 464288687 Class: PFD AND INCM SEC

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 12,930 Value ($000) $400 Avg Close — Range —
Q3 2025
Shares 12,207 Value ($000) $386 Avg Close — Range —
Q2 2025
Shares 12,107 Value ($000) $371 Avg Close — Range —
Q1 2025
Shares 13,616 Value ($000) $418 Avg Close — Range —
Q4 2024
Shares 13,741 Value ($000) $432 Avg Close — Range —
Q3 2024
Shares 14,031 Value ($000) $466 Avg Close — Range —
Q2 2024
Shares 7,679 Value ($000) $242 Avg Close — Range —
Q1 2024
Shares 6,564 Value ($000) $212 Avg Close — Range —
Q4 2023
Shares 6,564 Value ($000) $205 Avg Close — Range —
Q2 2023
Shares 18,220 Value ($000) $564 Avg Close — Range —
Q1 2023
Shares 18,266 Value ($000) $570 Avg Close — Range —
Q2 2021
Shares 5,547 Value ($000) $218 Avg Close — Range —
Q1 2021
Shares 5,806 Value ($000) $223 Avg Close — Range —