ISHARES TR

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

KKM Financial LLC's Holding History (CIK: 0002001943)

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

Q4 2025
Shares 3,212 Value ($000) $437 Avg Close — Range —
Q3 2025
Shares 6,858 Value ($000) $919 Avg Close — Range —
Q2 2025
Shares 9,061 Value ($000) $1,218 Avg Close — Range —
Q1 2025
Shares 9,061 Value ($000) $1,249 Avg Close — Range —
Q4 2024
Shares 9,099 Value ($000) $1,151 Avg Close — Range —
Q3 2024
Shares 9,148 Value ($000) $1,181 Avg Close — Range —
Q2 2024
Shares 8,951 Value ($000) $1,010 Avg Close — Range —
Q1 2024
Shares 8,713 Value ($000) $1,023 Avg Close — Range —
Q4 2023
Shares 8,713 Value ($000) $872 Avg Close — Range —