ISHARES TR

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

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 456,365 Value ($000) $21,239 Avg Close — Range —
Q3 2025
Shares 489,688 Value ($000) $22,638 Avg Close — Range —
Q2 2025
Shares 451,007 Value ($000) $20,782 Avg Close — Range —
Q1 2025
Shares 254,806 Value ($000) $11,517 Avg Close — Range —
Q4 2024
Shares 331,720 Value ($000) $15,631 Avg Close — Range —
Q3 2024
Shares 218,525 Value ($000) $9,882 Avg Close — Range —
Q2 2024
Shares 200,509 Value ($000) $9,141 Avg Close — Range —
Q1 2024
Shares 203,746 Value ($000) $9,289 Avg Close — Range —