ISHARES TR

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

KFG WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001919344)

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

Q4 2025
Shares 4,512 Value ($000) $444 Avg Close — Range —
Q3 2025
Shares 11,613 Value ($000) $1,162 Avg Close — Range —
Q2 2025
Shares 17,906 Value ($000) $1,613 Avg Close — Range —
Q1 2025
Shares 22,437 Value ($000) $1,876 Avg Close — Range —
Q4 2024
Shares 31,538 Value ($000) $2,680 Avg Close — Range —