ISHARES TR

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

Keystone Wealth Services, LLC's Holding History (CIK: 0001866189)

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

Q4 2025
Shares 13,586 Value ($000) $1,338 Avg Close — Range —
Q3 2025
Shares 13,260 Value ($000) $1,327 Avg Close — Range —
Q2 2025
Shares 11,324 Value ($000) $1,020 Avg Close — Range —
Q1 2025
Shares 11,322 Value ($000) $947 Avg Close — Range —
Q4 2024
Shares 12,225 Value ($000) $1,039 Avg Close — Range —
Q4 2022
Shares 5,952 Value ($000) $413 Avg Close — Range —
Q3 2022
Shares 6,232 Value ($000) $429 Avg Close — Range —
Q2 2022
Shares 8,224 Value ($000) $570 Avg Close — Range —