ISHARES TR

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

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025
Shares 166 Value ($000) $12 Avg Close — Range —
Q3 2025
Shares 166 Value ($000) $11 Avg Close — Range —
Q2 2025
Shares 166 Value ($000) $11 Avg Close — Range —
Q1 2025
Shares 166 Value ($000) $10 Avg Close — Range —
Q4 2024
Shares 166 Value ($000) $10 Avg Close — Range —
Q3 2024
Shares 891 Value ($000) $56 Avg Close — Range —
Q2 2024
Shares 891 Value ($000) $51 Avg Close — Range —
Q1 2024
Shares 166 Value ($000) $10 Avg Close — Range —
Q4 2023
Shares 166 Value ($000) $9 Avg Close — Range —