ISHARES TR

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

Lifelong Wealth Advisors, Inc.'s Holding History (CIK: 0002051717)

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

Q4 2025
Shares 72,458 Value ($000) $3,372 Avg Close — Range —
Q3 2025
Shares 83,934 Value ($000) $3,921 Avg Close — Range —
Q2 2025
Shares 81,412 Value ($000) $3,764 Avg Close — Range —
Q1 2025
Shares 93,052 Value ($000) $4,288 Avg Close — Range —
Q4 2024
Shares 93,365 Value ($000) $4,220 Avg Close — Range —