ISHARES TR

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

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 2,070 Value ($000) $444 Avg Close — Range —
Q3 2025
Shares 1,970 Value ($000) $412 Avg Close — Range —
Q2 2025
Shares 1,895 Value ($000) $357 Avg Close — Range —
Q1 2025
Shares 1,560 Value ($000) $239 Avg Close — Range —