ISHARES TR

Ticker: DIVB CUSIP: 46435U861 Class: CORE DIVID ETF

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 4,985 Value ($000) $265 Avg Close — Range —
Q3 2025
Shares 4,938 Value ($000) $258 Avg Close — Range —
Q2 2025
Shares 4,906 Value ($000) $247 Avg Close — Range —
Q1 2025
Shares 4,877 Value ($000) $237 Avg Close — Range —
Q4 2024
Shares 4,846 Value ($000) $230 Avg Close — Range —
Q3 2024
Shares 4,810 Value ($000) $233 Avg Close — Range —
Q2 2024
Shares 4,774 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 4,744 Value ($000) $0 Avg Close — Range —
Q3 2021
Shares 4,444 Value ($000) $174 Avg Close — Range —
Q2 2021
Shares 4,427 Value ($000) $174 Avg Close — Range —