ISHARES TR

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

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 199,048 Value ($000) $13,818 Avg Close — Range —
Q3 2025
Shares 196,845 Value ($000) $13,401 Avg Close — Range —
Q2 2025
Shares 195,200 Value ($000) $12,481 Avg Close — Range —
Q1 2025
Shares 192,458 Value ($000) $11,890 Avg Close — Range —
Q4 2024
Shares 191,073 Value ($000) $11,720 Avg Close — Range —
Q3 2024
Shares 184,929 Value ($000) $11,593 Avg Close — Range —
Q2 2024
Shares 184,332 Value ($000) $10,619 Avg Close — Range —
Q1 2024
Shares 178,491 Value ($000) $10,363 Avg Close — Range —
Q4 2023
Shares 222,690 Value ($000) $11,985 Avg Close — Range —
Q3 2023
Shares 251,605 Value ($000) $12,462 Avg Close — Range —
Q2 2023
Shares 250,619 Value ($000) $12,914 Avg Close — Range —
Q1 2023
Shares 229,359 Value ($000) $11,466 Avg Close — Range —
Q4 2022
Shares 229,932 Value ($000) $11,497 Avg Close — Range —