ISHARES TR

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

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 7,194 Value ($000) $746 Avg Close — Range —
Q3 2025
Shares 7,171 Value ($000) $720 Avg Close — Range —
Q2 2025
Shares 6,549 Value ($000) $606 Avg Close — Range —
Q1 2025
Shares 8,336 Value ($000) $697 Avg Close — Range —
Q4 2024
Shares 8,263 Value ($000) $702 Avg Close — Range —
Q3 2024
Shares 6,040 Value ($000) $505 Avg Close — Range —
Q2 2024
Shares 5,901 Value ($000) $464 Avg Close — Range —
Q1 2024
Shares 5,564 Value ($000) $444 Avg Close — Range —