ISHARES TR

Ticker: XVV CUSIP: 46436E569 Class: ESG SELECT SCRE

GOULD ASSET MANAGEMENT LLC /CA/'s Holding History (CIK: 0001091961)

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

Q4 2025
Shares 41,983 Value ($000) $2,213 Avg Close — Range —
Q3 2025
Shares 41,043 Value ($000) $2,115 Avg Close — Range —
Q2 2025
Shares 39,655 Value ($000) $1,891 Avg Close — Range —
Q1 2025
Shares 38,975 Value ($000) $1,667 Avg Close — Range —
Q4 2024
Shares 39,045 Value ($000) $1,769 Avg Close — Range —
Q3 2024
Shares 37,510 Value ($000) $1,659 Avg Close — Range —
Q2 2024
Shares 37,510 Value ($000) $1,577 Avg Close — Range —
Q1 2024
Shares 37,510 Value ($000) $1,511 Avg Close — Range —
Q4 2023
Shares 29,660 Value ($000) $1,079 Avg Close — Range —
Q3 2023
Shares 21,965 Value ($000) $712 Avg Close — Range —
Q2 2023
Shares 24,055 Value ($000) $813 Avg Close — Range —
Q1 2023
Shares 21,900 Value ($000) $677 Avg Close — Range —
Q4 2022
Shares 21,900 Value ($000) $623 Avg Close — Range —