ISHARES TR

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

Windward Private Wealth Management Inc.'s Holding History (CIK: 0001835866)

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

Q4 2025
Shares 22,680 Value ($000) $1,056 Avg Close — Range —
Q3 2025
Shares 25,859 Value ($000) $1,208 Avg Close — Range —
Q2 2025
Shares 25,906 Value ($000) $1,198 Avg Close — Range —
Q1 2025
Shares 27,950 Value ($000) $1,288 Avg Close — Range —
Q4 2024
Shares 28,129 Value ($000) $1,271 Avg Close — Range —
Q3 2024
Shares 28,105 Value ($000) $1,324 Avg Close — Range —
Q2 2024
Shares 28,197 Value ($000) $1,275 Avg Close — Range —
Q1 2024
Shares 27,803 Value ($000) $1,268 Avg Close — Range —
Q4 2023
Shares 26,220 Value ($000) $1,208 Avg Close — Range —
Q3 2023
Shares 23,155 Value ($000) $1,012 Avg Close — Range —
Q2 2023
Shares 12,135 Value ($000) $552 Avg Close — Range —
Q1 2023
Shares 12,191 Value ($000) $563 Avg Close — Range —
Q4 2022
Shares 12,558 Value ($000) $564 Avg Close — Range —
Q3 2022
Shares 11,294 Value ($000) $503 Avg Close — Range —
Q2 2022
Shares 27,277 Value ($000) $1,277 Avg Close — Range —
Q1 2022
Shares 25,605 Value ($000) $1,271 Avg Close — Range —
Q4 2021
Shares 11,260 Value ($000) $596 Avg Close — Range —
Q3 2021
Shares 7,334 Value ($000) $390 Avg Close — Range —
Q2 2021
Shares 5,956 Value ($000) $319 Avg Close — Range —
Q1 2021
Shares 33,572 Value ($000) $1,771 Avg Close — Range —
Q4 2020
Shares 5,903 Value ($000) $322 Avg Close — Range —