ISHARES TR

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

ORG Wealth Partners, LLC's Holding History (CIK: 0002032602)

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

Q4 2025
Shares 1,689 Value ($000) $363 Avg Close — Range —
Q3 2025
Shares 1,689 Value ($000) $353 Avg Close — Range —
Q2 2025
Shares 1,689 Value ($000) $312 Avg Close — Range —
Q1 2025
Shares 1,015 Value ($000) $157 Avg Close — Range —