ISHARES TR

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

Avantra Family Wealth, Inc.'s Holding History (CIK: 0001774744)

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

Q4 2025
Shares 16,999 Value ($000) $1,180 Avg Close — Range —
Q3 2025
Shares 16,573 Value ($000) $1,128 Avg Close — Range —
Q2 2025
Shares 9,962 Value ($000) $637 Avg Close — Range —
Q1 2025
Shares 17,427 Value ($000) $1,077 Avg Close — Range —
Q4 2024
Shares 16,343 Value ($000) $1,002 Avg Close — Range —