ISHARES TR

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

Legend Financial Advisors, Inc.'s Holding History (CIK: 0001781948)

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

Q4 2025
Shares 54,560 Value ($000) $7,428 Avg Close — Range —
Q3 2025
Shares 52,036 Value ($000) $6,974 Avg Close — Range —
Q2 2025
Shares 50,879 Value ($000) $6,841 Avg Close — Range —
Q1 2025
Shares 51,624 Value ($000) $7,114 Avg Close — Range —
Q4 2024
Shares 53,330 Value ($000) $6,745 Avg Close — Range —
Q3 2024
Shares 54,064 Value ($000) $6,977 Avg Close — Range —
Q2 2024
Shares 55,741 Value ($000) $6,294 Avg Close — Range —
Q1 2024
Shares 55,335 Value ($000) $6,496 Avg Close — Range —
Q4 2023
Shares 55,812 Value ($000) $5,588 Avg Close — Range —
Q3 2023
Shares 57,543 Value ($000) $5,274 Avg Close — Range —
Q2 2023
Shares 57,250 Value ($000) $5,032 Avg Close — Range —
Q1 2023
Shares 55,343 Value ($000) $4,738 Avg Close — Range —
Q4 2022
Shares 55,373 Value ($000) $5,061 Avg Close — Range —
Q3 2022
Shares 55,788 Value ($000) $4,412,264 Avg Close — Range —
Q2 2022
Shares 56,140 Value ($000) $4,658 Avg Close — Range —