ISHARES TR

Ticker: ICVT CUSIP: 46435G102 Class: CONV BD ETF

Dynasty Wealth Management, LLC's Holding History (CIK: 0001727599)

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

Q4 2025
Shares 126,688 Value ($000) $12,479 Avg Close Range
Q3 2025
Shares 24,734 Value ($000) $2,475 Avg Close Range
Q2 2025
Shares 21,585 Value ($000) $1,945 Avg Close Range
Q1 2025
Shares 24,228 Value ($000) $2,026 Avg Close Range
Q4 2024
Shares 16,472 Value ($000) $1,400 Avg Close Range
Q2 2024
Shares 2,926 Value ($000) $230 Avg Close Range