ISHARES TR

CUSIP: 46434VAX8 Class: EXCHANGE TRADED

INSTRUMENTAL WEALTH, LLC's Holding History (CIK: 0001976010)

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

Q3 2023
Shares 447,156 Value ($000) $11,326 Avg Close — Range —
Q2 2023
Shares 411,703 Value ($000) $10,391 Avg Close — Range —
Q1 2023
Shares 408,854 Value ($000) $10,303 Avg Close — Range —