ISHARES TR

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

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q4 2025
Shares 4,220 Value ($000) $196 Avg Close — Range —
Q3 2025
Shares 15,900 Value ($000) $743 Avg Close — Range —
Q2 2025
Shares 16,550 Value ($000) $765 Avg Close — Range —
Q1 2025
Shares 21,900 Value ($000) $1,009 Avg Close — Range —
Q4 2024
Shares 21,900 Value ($000) $990 Avg Close — Range —
Q3 2024
Shares 21,900 Value ($000) $1,032 Avg Close — Range —
Q2 2024
Shares 23,550 Value ($000) $1,065 Avg Close — Range —
Q1 2024
Shares 22,330 Value ($000) $1,018 Avg Close — Range —
Q4 2023
Shares 22,140 Value ($000) $1,020 Avg Close — Range —