ISHARES TR

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

INSTRUMENTAL WEALTH, LLC's Holding History (CIK: 0001976010)

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

Q4 2025
Shares 13,883 Value ($000) $439 Avg Close — Range —
Q3 2025
Shares 13,597 Value ($000) $426 Avg Close — Range —
Q2 2025
Shares 9,112 Value ($000) $282 Avg Close — Range —
Q1 2025
Shares 8,995 Value ($000) $272 Avg Close — Range —
Q4 2024
Shares 8,825 Value ($000) $279 Avg Close — Range —
Q3 2024
Shares 8,864 Value ($000) $296 Avg Close — Range —
Q2 2024
Shares 8,848 Value ($000) $280 Avg Close — Range —
Q1 2024
Shares 7,769 Value ($000) $245 Avg Close — Range —
Q4 2023
Shares 8,219 Value ($000) $260 Avg Close — Range —
Q3 2023
Shares 7,771 Value ($000) $223 Avg Close — Range —
Q2 2023
Shares 6,755 Value ($000) $209 Avg Close — Range —