ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 8,381 Value ($000) $1,665 Avg Close — Range —
Q3 2025
Shares 8,966 Value ($000) $1,744 Avg Close — Range —
Q2 2025
Shares 14,851 Value ($000) $2,715 Avg Close — Range —
Q1 2025
Shares 17,803 Value ($000) $3,042 Avg Close — Range —