ISHARES TR

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

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 4,497 Value ($000) $1,049 Avg Close — Range —
Q3 2025
Shares 4,090 Value ($000) $861 Avg Close — Range —