ISHARES TR

Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH

Brio Consultants, LLC's Holding History (CIK: 0001747799)

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

Q4 2025
Shares 20,968 Value ($000) $1,456 Avg Close — Range —
Q3 2025
Shares 21,154 Value ($000) $1,440 Avg Close — Range —
Q2 2025
Shares 24,482 Value ($000) $1,565 Avg Close — Range —
Q1 2025
Shares 32,419 Value ($000) $2,003 Avg Close — Range —
Q4 2024
Shares 37,459 Value ($000) $2,298 Avg Close — Range —
Q3 2024
Shares 39,332 Value ($000) $2,466 Avg Close — Range —
Q2 2024
Shares 35,648 Value ($000) $2,054 Avg Close — Range —
Q1 2024
Shares 40,689 Value ($000) $2,362 Avg Close — Range —
Q4 2023
Shares 45,359 Value ($000) $2,441 Avg Close — Range —
Q3 2023
Shares 47,091 Value ($000) $2,332 Avg Close — Range —
Q2 2023
Shares 51,896 Value ($000) $2,674 Avg Close — Range —
Q1 2023
Shares 53,695 Value ($000) $2,684 Avg Close — Range —
Q4 2022
Shares 50,693 Value ($000) $2,535 Avg Close — Range —
Q3 2022
Shares 49,205 Value ($000) $2,328 Avg Close — Range —