ISHARES U S ETF TR

Ticker: NEAR CUSIP: 46431W507 Class: BLACKROCK ST MAT

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2021
Shares 24,126 Value ($000) $1,210 Avg Close — Range —
Q3 2021
Shares 24,126 Value ($000) $1,210 Avg Close — Range —
Q2 2021
Shares 18,484 Value ($000) $927 Avg Close — Range —
Q1 2021
Shares 18,334 Value ($000) $920 Avg Close — Range —
Q4 2020
Shares 17,487 Value ($000) $877 Avg Close — Range —