ISHARES TR

Ticker: IXUS CUSIP: 46432F834 Class: CORE MSCI TOTAL

Legacy Wealth Management, Inc's Holding History (CIK: 0001488921)

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

Q4 2025
Shares 753,401 Value ($000) $63,768 Avg Close Range
Q3 2025
Shares 764,113 Value ($000) $63,100 Avg Close Range
Q2 2025
Shares 773,338 Value ($000) $59,787 Avg Close Range
Q1 2025
Shares 781,149 Value ($000) $54,532 Avg Close Range
Q4 2024
Shares 781,962 Value ($000) $51,719 Avg Close Range
Q3 2024
Shares 757,354 Value ($000) $55,007 Avg Close Range
Q1 2024
Shares 3,087 Value ($000) $209 Avg Close Range
Q4 2023
Shares 3,296 Value ($000) $214 Avg Close Range
Q4 2018
Shares 17,970 Value ($000) $944 Avg Close Range
Q4 2016
Shares 965 Value ($000) $48,714 Avg Close Range