ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

Core Wealth Partners LLC's Holding History (CIK: 0001965078)

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

Q4 2025
Shares 47,801 Value ($000) $4,798 Avg Close — Range —
Q3 2025
Shares 53,020 Value ($000) $5,339 Avg Close — Range —
Q2 2025
Shares 47,615 Value ($000) $4,794 Avg Close — Range —
Q1 2025
Shares 45,308 Value ($000) $4,561 Avg Close — Range —
Q4 2024
Shares 46,140 Value ($000) $4,629 Avg Close — Range —
Q3 2024
Shares 33,113 Value ($000) $3,335 Avg Close — Range —
Q2 2024
Shares 30,976 Value ($000) $3,120 Avg Close — Range —
Q1 2024
Shares 30,465 Value ($000) $3,068 Avg Close — Range —
Q4 2023
Shares 33,850 Value ($000) $3,394 Avg Close — Range —
Q3 2023
Shares 36,313 Value ($000) $3,656 Avg Close — Range —
Q2 2023
Shares 39,400 Value ($000) $3,965 Avg Close — Range —
Q1 2023
Shares 41,418 Value ($000) $4,166 Avg Close — Range —
Q4 2022
Shares 45,634 Value ($000) $4,517 Avg Close — Range —