ISHARES TR

Ticker: IHE CUSIP: 464288836 Class: ETF-EQUITY

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 4,045 Value ($000) $343 Avg Close — Range —
Q3 2025
Shares 3,910 Value ($000) $284 Avg Close — Range —
Q2 2025
Shares 3,910 Value ($000) $256 Avg Close — Range —
Q1 2025
Shares 3,910 Value ($000) $276 Avg Close — Range —
Q4 2024
Shares 3,910 Value ($000) $257 Avg Close — Range —
Q3 2024
Shares 3,900 Value ($000) $275 Avg Close — Range —
Q2 2024
Shares 3,900 Value ($000) $259 Avg Close — Range —
Q1 2024
Shares 4,380 Value ($000) $297 Avg Close — Range —