ISHARES TR

Ticker: IAK CUSIP: 464288786 Class: U.S. INSRNCE ETF

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 2,534 Value ($000) $345 Avg Close — Range —
Q3 2025
Shares 2,431 Value ($000) $326 Avg Close — Range —
Q2 2025
Shares 31,776 Value ($000) $4,273 Avg Close — Range —