ISHARES TR

Ticker: XJH CUSIP: 46436E551 Class: ESG SELECT SCRE

Marshall & Sterling Wealth Advisors Inc.'s Holding History (CIK: 0002056315)

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

Q4 2025
Shares 5,314 Value ($000) $237 Avg Close — Range —
Q3 2025
Shares 5,417 Value ($000) $237 Avg Close — Range —
Q2 2025
Shares 5,733 Value ($000) $237 Avg Close — Range —
Q1 2025
Shares 6,509 Value ($000) $254 Avg Close — Range —
Q4 2024
Shares 8,537 Value ($000) $357 Avg Close — Range —