ISHARES TR

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

Gateway Wealth Partners, LLC's Holding History (CIK: 0001966037)

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

Q4 2025
Shares 5,103 Value ($000) $294 Avg Close — Range —
Q2 2025
Shares 4,220 Value ($000) $228 Avg Close — Range —
Q1 2025
Shares 5,783 Value ($000) $270 Avg Close — Range —
Q4 2024
Shares 4,312 Value ($000) $214 Avg Close — Range —
Q3 2024
Shares 4,900 Value ($000) $240 Avg Close — Range —
Q1 2024
Shares 4,887 Value ($000) $221 Avg Close — Range —
Q4 2023
Shares 5,150 Value ($000) $205 Avg Close — Range —