ISHARES TR

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

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 4,555 Value ($000) $316 Avg Close — Range —
Q3 2025
Shares 7,322 Value ($000) $498 Avg Close — Range —
Q2 2025
Shares 7,419 Value ($000) $474 Avg Close — Range —
Q1 2025
Shares 7,717 Value ($000) $477 Avg Close — Range —