ISHARES U S ETF TR

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

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 60,718 Value ($000) $3,103 Avg Close — Range —
Q3 2025
Shares 54,785 Value ($000) $2,809 Avg Close — Range —
Q2 2025
Shares 51,072 Value ($000) $2,610 Avg Close — Range —
Q1 2025
Shares 48,484 Value ($000) $2,466 Avg Close — Range —
Q4 2024
Shares 44,892 Value ($000) $2,267 Avg Close — Range —
Q3 2024
Shares 38,639 Value ($000) $1,980 Avg Close — Range —
Q2 2024
Shares 34,032 Value ($000) $1,713 Avg Close — Range —
Q1 2024
Shares 30,460 Value ($000) $1,537 Avg Close — Range —
Q4 2023
Shares 8,430 Value ($000) $426 Avg Close — Range —
Q4 2022
Shares 20,081 Value ($000) $989 Avg Close — Range —