ISHARES TR

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

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 75,298 Value ($000) $9,157 Avg Close — Range —
Q3 2025
Shares 78,819 Value ($000) $9,651 Avg Close — Range —
Q2 2025
Shares 79,886 Value ($000) $9,360 Avg Close — Range —
Q1 2025
Shares 80,021 Value ($000) $9,692 Avg Close — Range —
Q4 2024
Shares 80,577 Value ($000) $9,046 Avg Close — Range —
Q3 2024
Shares 80,534 Value ($000) $9,472 Avg Close — Range —
Q2 2024
Shares 81,502 Value ($000) $8,859 Avg Close — Range —
Q1 2024
Shares 83,758 Value ($000) $9,231 Avg Close — Range —
Q4 2023
Shares 84,169 Value ($000) $8,584 Avg Close — Range —
Q3 2023
Shares 86,555 Value ($000) $8,559 Avg Close — Range —
Q2 2023
Shares 88,419 Value ($000) $8,912 Avg Close — Range —
Q1 2023
Shares 89,391 Value ($000) $9,087 Avg Close — Range —
Q4 2022
Shares 91,297 Value ($000) $9,517 Avg Close — Range —