ISHARES TR

Ticker: IHI CUSIP: 464288810 Class: U.S. MED DVC ETF

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 8,141 Value ($000) $506 Avg Close — Range —
Q3 2025
Shares 7,917 Value ($000) $476 Avg Close — Range —
Q2 2025
Shares 9,928 Value ($000) $622 Avg Close — Range —
Q1 2025
Shares 10,155 Value ($000) $611 Avg Close — Range —