ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 5,519 Value ($000) $1,096 Avg Close — Range —
Q3 2025
Shares 6,001 Value ($000) $1,167 Avg Close — Range —
Q2 2025
Shares 6,214 Value ($000) $1,136 Avg Close — Range —
Q1 2025
Shares 5,638 Value ($000) $964 Avg Close — Range —
Q4 2024
Shares 5,673 Value ($000) $1,010 Avg Close — Range —
Q3 2024
Shares 6,074 Value ($000) $1,089 Avg Close — Range —
Q2 2024
Shares 6,155 Value ($000) $1,051 Avg Close — Range —
Q1 2024
Shares 6,674 Value ($000) $1,097 Avg Close — Range —
Q4 2023
Shares 7,463 Value ($000) $1,098 Avg Close — Range —
Q3 2023
Shares 8,085 Value ($000) $1,066 Avg Close — Range —
Q2 2023
Shares 8,237 Value ($000) $1,111 Avg Close — Range —
Q1 2023
Shares 8,357 Value ($000) $1,037 Avg Close — Range —
Q4 2022
Shares 8,337 Value ($000) $950 Avg Close — Range —
Q3 2022
Shares 8,865 Value ($000) $921 Avg Close — Range —
Q2 2022
Shares 8,801 Value ($000) $983 Avg Close — Range —
Q1 2022
Shares 8,562 Value ($000) $1,153 Avg Close — Range —
Q4 2021
Shares 7,461 Value ($000) $1,086 Avg Close — Range —
Q3 2021
Shares 6,654 Value ($000) $877 Avg Close — Range —
Q2 2021
Shares 6,129 Value ($000) $814 Avg Close — Range —
Q1 2021
Shares 4,493 Value ($000) $547 Avg Close — Range —
Q4 2020
Shares 4,409 Value ($000) $512 Avg Close — Range —