ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

Avantra Family Wealth, Inc.'s Holding History (CIK: 0001774744)

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

Q4 2025
Shares 7,695 Value ($000) $1,528 Avg Close — Range —
Q3 2025
Shares 7,674 Value ($000) $1,493 Avg Close — Range —
Q1 2025
Shares 6,828 Value ($000) $1,167 Avg Close — Range —
Q4 2024
Shares 6,707 Value ($000) $1,194 Avg Close — Range —