ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

Sonoma Private Wealth LLC's Holding History (CIK: 0001965757)

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

Q4 2025
Shares 80,008 Value ($000) $8,031 Avg Close — Range —
Q3 2025
Shares 83,788 Value ($000) $8,437 Avg Close — Range —
Q2 2025
Shares 93,162 Value ($000) $9,380 Avg Close — Range —
Q1 2025
Shares 52,270 Value ($000) $5,262 Avg Close — Range —
Q4 2024
Shares 8,771 Value ($000) $880 Avg Close — Range —
Q3 2024
Shares 8,189 Value ($000) $825 Avg Close — Range —
Q2 2024
Shares 7,726 Value ($000) $778 Avg Close — Range —
Q1 2024
Shares 7,489 Value ($000) $754 Avg Close — Range —
Q4 2023
Shares 32,150 Value ($000) $3,224 Avg Close — Range —
Q3 2023
Shares 17,706 Value ($000) $1,782 Avg Close — Range —
Q2 2023
Shares 21,086 Value ($000) $2,122 Avg Close — Range —