ISHARES TR

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

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025
Shares 335 Value ($000) $23 Avg Close — Range —
Q3 2025
Shares 335 Value ($000) $23 Avg Close — Range —
Q2 2025
Shares 335 Value ($000) $21 Avg Close — Range —
Q1 2025
Shares 335 Value ($000) $19 Avg Close — Range —
Q4 2024
Shares 335 Value ($000) $20 Avg Close — Range —
Q3 2024
Shares 335 Value ($000) $20 Avg Close — Range —
Q2 2024
Shares 335 Value ($000) $19 Avg Close — Range —
Q1 2024
Shares 335 Value ($000) $18 Avg Close — Range —
Q4 2023
Shares 335 Value ($000) $16 Avg Close — Range —
Q3 2023
Shares 335 Value ($000) $15 Avg Close — Range —
Q2 2023
Shares 335 Value ($000) $15 Avg Close — Range —