ISHARES TR

Ticker: ITA CUSIP: 464288760 Class: US AER DEF ETF

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 491 Value ($000) $105 Avg Close — Range —
Q3 2025
Shares 229 Value ($000) $48 Avg Close — Range —
Q2 2025
Shares 84 Value ($000) $16 Avg Close — Range —
Q1 2025
Shares 329 Value ($000) $50 Avg Close — Range —
Q4 2024
Shares 338 Value ($000) $49 Avg Close — Range —
Q1 2022
Shares 14,889 Value ($000) $1,650 Avg Close — Range —
Q4 2021
Shares 4,726 Value ($000) $486 Avg Close — Range —
Q3 2021
Shares 4,886 Value ($000) $509 Avg Close — Range —
Q2 2021
Shares 4,327 Value ($000) $474 Avg Close — Range —
Q1 2020
Shares 649 Value ($000) $93 Avg Close — Range —
Q3 2019
Shares 6,312 Value ($000) $1,418 Avg Close — Range —
Q2 2019
Shares 6,472 Value ($000) $1,386 Avg Close — Range —
Q1 2019
Shares 6,418 Value ($000) $1,281 Avg Close — Range —