ISHARES TR

Ticker: SLQD CUSIP: 46434V100 Class: 0-5YR INVT GR CP

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 22,520 Value ($000) $1,142 Avg Close Range
Q3 2025
Shares 22,452 Value ($000) $1,141 Avg Close Range
Q2 2025
Shares 22,597 Value ($000) $1,143 Avg Close Range
Q1 2025
Shares 23,336 Value ($000) $1,173 Avg Close Range
Q4 2024
Shares 24,363 Value ($000) $1,212 Avg Close Range
Q3 2024
Shares 25,838 Value ($000) $1,303 Avg Close Range
Q2 2024
Shares 26,158 Value ($000) $1,288 Avg Close Range
Q1 2024
Shares 26,765 Value ($000) $1,317 Avg Close Range
Q4 2023
Shares 28,673 Value ($000) $1,411 Avg Close Range
Q3 2023
Shares 30,369 Value ($000) $1,458 Avg Close Range
Q2 2023
Shares 34,079 Value ($000) $1,643 Avg Close Range
Q1 2023
Shares 44,914 Value ($000) $2,177 Avg Close Range
Q4 2022
Shares 59,862 Value ($000) $2,865 Avg Close Range
Q3 2022
Shares 74,428 Value ($000) $3,528 Avg Close Range
Q2 2022
Shares 111,197 Value ($000) $5,389 Avg Close Range
Q1 2022
Shares 133,807 Value ($000) $6,605 Avg Close Range