ISHARES U S ETF TR

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

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

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

Q4 2025
Shares 5,150 Value ($000) $263 Avg Close — Range —
Q3 2025
Shares 7,339 Value ($000) $376 Avg Close — Range —
Q4 2020
Shares 10,486 Value ($000) $526 Avg Close — Range —
Q3 2020
Shares 11,677 Value ($000) $585 Avg Close — Range —
Q2 2020
Shares 11,638 Value ($000) $582 Avg Close — Range —
Q1 2020
Shares 13,475 Value ($000) $653 Avg Close — Range —
Q4 2019
Shares 17,845 Value ($000) $897 Avg Close — Range —
Q3 2019
Shares 17,658 Value ($000) $889 Avg Close — Range —
Q2 2019
Shares 258,084 Value ($000) $12,989 Avg Close — Range —
Q1 2019
Shares 266,231 Value ($000) $13,375 Avg Close — Range —
Q4 2018
Shares 258,533 Value ($000) $12,888 Avg Close — Range —