ISHARES TR

Ticker: GOVT CUSIP: 46429B267 Class: US TREAS BD ETF

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 18,991 Value ($000) $437 Avg Close — Range —
Q3 2025
Shares 12,320 Value ($000) $283 Avg Close — Range —
Q2 2025
Shares 11,081 Value ($000) $255 Avg Close — Range —
Q1 2025
Shares 95,522 Value ($000) $2,195 Avg Close — Range —
Q4 2024
Shares 135,267 Value ($000) $3,172 Avg Close — Range —
Q3 2024
Shares 156,339 Value ($000) $3,529 Avg Close — Range —
Q2 2024
Shares 164,218 Value ($000) $3,739 Avg Close — Range —
Q1 2024
Shares 176,891 Value ($000) $4,028 Avg Close — Range —