ISHARES TR

Ticker: IDEV CUSIP: 46435G326 Class: CORE MSCI INTL

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 49,093 Value ($000) $4,049 Avg Close — Range —
Q3 2025
Shares 43,903 Value ($000) $3,520 Avg Close — Range —
Q2 2025
Shares 39,277 Value ($000) $2,987 Avg Close — Range —
Q1 2025
Shares 38,762 Value ($000) $2,670 Avg Close — Range —
Q4 2024
Shares 36,176 Value ($000) $2,332 Avg Close — Range —
Q3 2024
Shares 35,377 Value ($000) $2,506 Avg Close — Range —
Q2 2024
Shares 31,987 Value ($000) $2,100 Avg Close — Range —
Q1 2024
Shares 25,589 Value ($000) $1,718 Avg Close — Range —
Q4 2023
Shares 23,089 Value ($000) $1,470 Avg Close — Range —
Q3 2023
Shares 19,895 Value ($000) $1,159 Avg Close — Range —
Q2 2023
Shares 19,605 Value ($000) $1,199 Avg Close — Range —
Q1 2023
Shares 19,205 Value ($000) $1,186 Avg Close — Range —
Q4 2022
Shares 4,853 Value ($000) $272 Avg Close — Range —