ISHARES TR

Ticker: VLUE CUSIP: 46432F388 Class: ETF-EQUITY

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 3,753 Value ($000) $513 Avg Close — Range —
Q3 2025
Shares 2,579 Value ($000) $323 Avg Close — Range —
Q2 2025
Shares 2,576 Value ($000) $292 Avg Close — Range —
Q1 2025
Shares 2,075 Value ($000) $221 Avg Close — Range —
Q4 2024
Shares 2,106 Value ($000) $222 Avg Close — Range —
Q1 2022
Shares 3,026 Value ($000) $316 Avg Close — Range —
Q4 2021
Shares 4,538 Value ($000) $497 Avg Close — Range —
Q3 2021
Shares 3,189 Value ($000) $321 Avg Close — Range —
Q2 2021
Shares 3,182 Value ($000) $334 Avg Close — Range —
Q1 2021
Shares 3,096 Value ($000) $317 Avg Close — Range —
Q4 2020
Shares 4,204 Value ($000) $365 Avg Close — Range —
Q3 2020
Shares 2,368 Value ($000) $175 Avg Close — Range —
Q2 2020
Shares 3,988 Value ($000) $288 Avg Close — Range —
Q1 2020
Shares 695 Value ($000) $44 Avg Close — Range —