ISHARES TR

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

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

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

Q4 2025
Shares 123,487 Value ($000) $5,747 Avg Close — Range —
Q3 2025
Shares 124,301 Value ($000) $5,806 Avg Close — Range —
Q2 2025
Shares 17,704 Value ($000) $812 Avg Close — Range —
Q1 2025
Shares 17,777 Value ($000) $819 Avg Close — Range —
Q4 2024
Shares 18,960 Value ($000) $857 Avg Close — Range —
Q3 2024
Shares 20,647 Value ($000) $973 Avg Close — Range —
Q2 2024
Shares 21,558 Value ($000) $975 Avg Close — Range —
Q1 2024
Shares 3,739 Value ($000) $438 Avg Close — Range —
Q4 2023
Shares 21,789 Value ($000) $999 Avg Close — Range —
Q3 2023
Shares 35,180 Value ($000) $1,538 Avg Close — Range —
Q2 2023
Shares 31,908 Value ($000) $1,451 Avg Close — Range —
Q1 2023
Shares 24,513 Value ($000) $1,131 Avg Close — Range —
Q4 2022
Shares 9,540 Value ($000) $429 Avg Close — Range —