ISHARES TR

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

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2024
Shares 3,211 Value ($000) $212 Avg Close — Range —
Q3 2024
Shares 3,160 Value ($000) $230 Avg Close — Range —
Q2 2024
Shares 3,119 Value ($000) $211 Avg Close — Range —
Q1 2024
Shares 2,986 Value ($000) $203 Avg Close — Range —
Q4 2023
Shares 3,338 Value ($000) $217 Avg Close — Range —
Q4 2022
Shares 3,848 Value ($000) $223 Avg Close — Range —
Q3 2022
Shares 4,094 Value ($000) $208 Avg Close — Range —