ISHARES TR

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

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 108,439 Value ($000) $9,178 Avg Close — Range —
Q3 2025
Shares 102,651 Value ($000) $8,477 Avg Close — Range —
Q2 2025
Shares 98,565 Value ($000) $7,620 Avg Close — Range —
Q1 2025
Shares 93,904 Value ($000) $6,555 Avg Close — Range —
Q4 2024
Shares 94,663 Value ($000) $6,261 Avg Close — Range —
Q3 2024
Shares 69,515 Value ($000) $5,049 Avg Close — Range —
Q2 2024
Shares 78,720 Value ($000) $5,318 Avg Close — Range —
Q1 2024
Shares 75,009 Value ($000) $5,090 Avg Close — Range —
Q4 2023
Shares 76,212 Value ($000) $4,948 Avg Close — Range —
Q3 2023
Shares 75,369 Value ($000) $4,521 Avg Close — Range —
Q2 2023
Shares 84,887 Value ($000) $5,316 Avg Close — Range —
Q1 2023
Shares 85,516 Value ($000) $5,298 Avg Close — Range —
Q4 2022
Shares 90,484 Value ($000) $5,237 Avg Close — Range —
Q3 2022
Shares 5,417 Value ($000) $276 Avg Close — Range —
Q4 2021
Shares 14,461 Value ($000) $996 Avg Close — Range —