ISHARES TR

Ticker: LRGF CUSIP: 46434V282 Class: U S EQUITY FACTR

Ullmann Wealth Partners Group, LLC's Holding History (CIK: 0001697725)

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

Q4 2025
Shares 1,216,690 Value ($000) $85,302 Avg Close — Range —
Q3 2025
Shares 1,407,083 Value ($000) $97,201 Avg Close — Range —
Q2 2025
Shares 1,463,380 Value ($000) $93,847 Avg Close — Range —
Q1 2025
Shares 1,521,408 Value ($000) $88,059 Avg Close — Range —
Q4 2024
Shares 1,539,884 Value ($000) $92,932 Avg Close — Range —
Q3 2024
Shares 1,525,875 Value ($000) $89,676 Avg Close — Range —
Q2 2024
Shares 1,468,081 Value ($000) $81,757 Avg Close — Range —
Q1 2024
Shares 1,415,490 Value ($000) $76,167 Avg Close — Range —
Q4 2023
Shares 1,357,318 Value ($000) $65,545 Avg Close — Range —
Q3 2023
Shares 1,234,626 Value ($000) $53,484 Avg Close — Range —
Q2 2023
Shares 557,002 Value ($000) $24,820 Avg Close — Range —
Q1 2023
Shares 16,073 Value ($000) $666 Avg Close — Range —