ISHARES TR

Ticker: HDV CUSIP: 46429B663 Class: CORE HIGH DV ETF

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's Holding History (CIK: 0001794153)

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

Q4 2025
Shares 2,077 Value ($000) $253 Avg Close — Range —
Q3 2025
Shares 2,077 Value ($000) $254 Avg Close — Range —
Q2 2025
Shares 2,077 Value ($000) $243 Avg Close — Range —
Q1 2025
Shares 1,943 Value ($000) $235 Avg Close — Range —
Q4 2024
Shares 1,943 Value ($000) $218 Avg Close — Range —
Q3 2024
Shares 1,943 Value ($000) $229 Avg Close — Range —
Q2 2024
Shares 1,943 Value ($000) $211 Avg Close — Range —
Q1 2024
Shares 1,945 Value ($000) $214 Avg Close — Range —
Q1 2022
Shares 2,001 Value ($000) $214 Avg Close — Range —
Q4 2021
Shares 1,991 Value ($000) $201 Avg Close — Range —