ISHARES TR

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

Marshall & Sterling Wealth Advisors Inc.'s Holding History (CIK: 0002056315)

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

Q4 2025
Shares 487 Value ($000) $59 Avg Close — Range —
Q3 2025
Shares 482 Value ($000) $59 Avg Close — Range —
Q2 2025
Shares 478 Value ($000) $56 Avg Close — Range —
Q1 2025
Shares 474 Value ($000) $57 Avg Close — Range —