ISHARES TR

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

Bernard Wealth Management Corp.'s Holding History (CIK: 0002056313)

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

Q4 2025
Shares 127,275 Value ($000) $8,835 Avg Close — Range —
Q3 2025
Shares 125,098 Value ($000) $8,517 Avg Close — Range —
Q2 2025
Shares 6,507 Value ($000) $416 Avg Close — Range —
Q1 2025
Shares 6,717 Value ($000) $415 Avg Close — Range —
Q4 2024
Shares 8,849 Value ($000) $488 Avg Close — Range —