ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 60 Value ($000) $12 Avg Close — Range —
Q3 2025
Shares 65 Value ($000) $13 Avg Close — Range —
Q2 2025
Shares 65 Value ($000) $12 Avg Close — Range —
Q1 2025
Shares 65 Value ($000) $11 Avg Close — Range —