ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

Orgel Wealth Management, LLC's Holding History (CIK: 0001658535)

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

Q4 2025
Shares 203,722 Value ($000) $9,481 Avg Close — Range —
Q3 2025
Shares 204,530 Value ($000) $9,554 Avg Close — Range —
Q2 2025
Shares 204,514 Value ($000) $9,455 Avg Close — Range —
Q1 2025
Shares 217,495 Value ($000) $10,022 Avg Close — Range —
Q4 2024
Shares 223,365 Value ($000) $10,096 Avg Close — Range —
Q3 2024
Shares 228,076 Value ($000) $10,747 Avg Close — Range —
Q2 2024
Shares 228,680 Value ($000) $10,341 Avg Close — Range —
Q1 2024
Shares 226,679 Value ($000) $10,334 Avg Close — Range —
Q4 2023
Shares 232,163 Value ($000) $10,696 Avg Close — Range —
Q3 2023
Shares 11,183 Value ($000) $489 Avg Close — Range —
Q2 2023
Shares 50,439 Value ($000) $2,293 Avg Close — Range —
Q1 2023
Shares 76,189 Value ($000) $3,516 Avg Close — Range —
Q4 2022
Shares 119,175 Value ($000) $5,355 Avg Close — Range —
Q3 2022
Shares 244,463 Value ($000) $10,879 Avg Close — Range —