ISHARES TR

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

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 1,383 Value ($000) $136 Avg Close — Range —
Q3 2025
Shares 1,377 Value ($000) $138 Avg Close — Range —
Q2 2025
Shares 1,373 Value ($000) $124 Avg Close — Range —
Q1 2025
Shares 1,367 Value ($000) $114 Avg Close — Range —
Q4 2024
Shares 1,392 Value ($000) $118 Avg Close — Range —
Q1 2022
Shares 12,325 Value ($000) $1,027 Avg Close — Range —
Q4 2021
Shares 3,813 Value ($000) $340 Avg Close — Range —
Q3 2021
Shares 2,969 Value ($000) $296 Avg Close — Range —
Q2 2021
Shares 2,168 Value ($000) $221 Avg Close — Range —
Q3 2020
Shares 1,401 Value ($000) $113 Avg Close — Range —
Q1 2020
Shares 628 Value ($000) $34 Avg Close — Range —
Q3 2019
Shares 1,183 Value ($000) $69 Avg Close — Range —
Q2 2019
Shares 928 Value ($000) $55 Avg Close — Range —
Q1 2019
Shares 928 Value ($000) $54 Avg Close — Range —