ISHARES TR

Ticker: USXF CUSIP: 46436E767 Class: ESG MSCI USA ETF

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 8,174 Value ($000) $471 Avg Close — Range —
Q3 2025
Shares 8,223 Value ($000) $443 Avg Close — Range —
Q2 2025
Shares 8,120 Value ($000) $379 Avg Close — Range —
Q1 2025
Shares 5,271 Value ($000) $262 Avg Close — Range —