ISHARES TR

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

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 395,131 Value ($000) $18,464 Avg Close — Range —
Q3 2025
Shares 398,758 Value ($000) $18,786 Avg Close — Range —
Q2 2025
Shares 429,713 Value ($000) $19,763 Avg Close — Range —
Q1 2025
Shares 469,995 Value ($000) $21,657 Avg Close — Range —
Q4 2024
Shares 473,048 Value ($000) $21,382 Avg Close — Range —
Q3 2024
Shares 485,418 Value ($000) $22,873 Avg Close — Range —
Q2 2024
Shares 406,078 Value ($000) $18,363 Avg Close — Range —
Q1 2024
Shares 419,646 Value ($000) $19,132 Avg Close — Range —
Q4 2023
Shares 238,877 Value ($000) $11,005 Avg Close — Range —