ISHARES TR

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

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 4,792 Value ($000) $223 Avg Close — Range —
Q3 2025
Shares 4,960 Value ($000) $232 Avg Close — Range —
Q2 2025
Shares 8,087 Value ($000) $374 Avg Close — Range —
Q1 2025
Shares 8,546 Value ($000) $394 Avg Close — Range —
Q4 2024
Shares 10,026 Value ($000) $453 Avg Close — Range —
Q3 2024
Shares 15,942 Value ($000) $751 Avg Close — Range —
Q2 2024
Shares 17,067 Value ($000) $772 Avg Close — Range —
Q1 2024
Shares 22,700 Value ($000) $1,035 Avg Close — Range —
Q4 2023
Shares 19,017 Value ($000) $876 Avg Close — Range —
Q3 2023
Shares 22,696 Value ($000) $992 Avg Close — Range —
Q2 2023
Shares 48,260 Value ($000) $2,166 Avg Close — Range —
Q1 2023
Shares 27,476 Value ($000) $1,268 Avg Close — Range —
Q4 2022
Shares 9,261 Value ($000) $416 Avg Close — Range —