ISHARES TR

Ticker: ISTB CUSIP: 46432F859 Class: CORE 1 5 YR USD

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 50,430 Value ($000) $2,458 Avg Close — Range —
Q3 2025
Shares 50,492 Value ($000) $2,466 Avg Close — Range —
Q2 2025
Shares 50,840 Value ($000) $2,473 Avg Close — Range —
Q1 2025
Shares 49,899 Value ($000) $2,413 Avg Close — Range —
Q4 2024
Shares 47,586 Value ($000) $2,273 Avg Close — Range —
Q3 2024
Shares 47,092 Value ($000) $2,292 Avg Close — Range —
Q2 2024
Shares 47,238 Value ($000) $2,238 Avg Close — Range —
Q1 2024
Shares 48,751 Value ($000) $2,313 Avg Close — Range —
Q4 2023
Shares 50,573 Value ($000) $2,405 Avg Close — Range —
Q3 2023
Shares 62,219 Value ($000) $2,886 Avg Close — Range —
Q2 2023
Shares 73,640 Value ($000) $3,435 Avg Close — Range —
Q1 2023
Shares 76,897 Value ($000) $3,626 Avg Close — Range —
Q4 2022
Shares 78,745 Value ($000) $3,657 Avg Close — Range —
Q3 2022
Shares 195,864 Value ($000) $9,029 Avg Close — Range —
Q2 2022
Shares 225,524 Value ($000) $10,690 Avg Close — Range —
Q1 2022
Shares 237,723 Value ($000) $11,520 Avg Close — Range —
Q4 2021
Shares 232,036 Value ($000) $11,702 Avg Close — Range —
Q3 2021
Shares 31,743 Value ($000) $1,621 Avg Close — Range —
Q2 2021
Shares 31,743 Value ($000) $1,628 Avg Close — Range —
Q1 2021
Shares 31,627 Value ($000) $1,622 Avg Close — Range —
Q4 2020
Shares 32,094 Value ($000) $1,657 Avg Close — Range —