ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 84,694 Value ($000) $16,822 Avg Close — Range —
Q3 2025
Shares 148,156 Value ($000) $27,086 Avg Close — Range —
Q2 2025
Shares 136,747 Value ($000) $23,369 Avg Close — Range —