ISHARES TR

Ticker: IHE CUSIP: 464288836 Class: ETF-EQUITY

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

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

Q4 2025
Shares 3,429 Value ($000) $291 Avg Close — Range —
Q3 2025
Shares 3,617 Value ($000) $263 Avg Close — Range —
Q2 2025
Shares 3,117 Value ($000) $204 Avg Close — Range —
Q1 2025
Shares 3,099 Value ($000) $219 Avg Close — Range —
Q4 2024
Shares 5,509 Value ($000) $362 Avg Close — Range —