ISHARES TR

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

Wellspring Financial Advisors, LLC's Holding History (CIK: 0001811308)

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

Q4 2025
Shares 12,117 Value ($000) $1,474 Avg Close — Range —
Q3 2025
Shares 11,996 Value ($000) $1,469 Avg Close — Range —
Q2 2025
Shares 11,905 Value ($000) $1,395 Avg Close — Range —
Q1 2025
Shares 11,564 Value ($000) $1,401 Avg Close — Range —
Q4 2024
Shares 11,488 Value ($000) $1,290 Avg Close — Range —
Q3 2024
Shares 11,373 Value ($000) $1,338 Avg Close — Range —
Q2 2024
Shares 11,255 Value ($000) $1,223 Avg Close — Range —
Q1 2024
Shares 11,158 Value ($000) $1,230 Avg Close — Range —
Q4 2023
Shares 11,072 Value ($000) $1,129 Avg Close — Range —
Q3 2023
Shares 11,052 Value ($000) $1,093 Avg Close — Range —
Q2 2023
Shares 11,052 Value ($000) $1,114 Avg Close — Range —
Q1 2023
Shares 10,964 Value ($000) $1,115 Avg Close — Range —
Q4 2022
Shares 10,865 Value ($000) $1,133 Avg Close — Range —
Q3 2022
Shares 10,746 Value ($000) $981 Avg Close — Range —
Q2 2022
Shares 10,607 Value ($000) $1,065 Avg Close — Range —
Q1 2022
Shares 10,548 Value ($000) $1,127 Avg Close — Range —
Q4 2021
Shares 10,472 Value ($000) $1,058 Avg Close — Range —
Q3 2021
Shares 10,361 Value ($000) $977 Avg Close — Range —
Q2 2021
Shares 10,278 Value ($000) $992 Avg Close — Range —
Q1 2021
Shares 5,723 Value ($000) $409 Avg Close — Range —
Q4 2020
Shares 10,087 Value ($000) $884 Avg Close — Range —
Q3 2020
Shares 9,983 Value ($000) $803 Avg Close — Range —
Q2 2020
Shares 9,876 Value ($000) $801 Avg Close — Range —
Q1 2020
Shares 5,723 Value ($000) $409 Avg Close — Range —