ISHARES TR

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

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 17,099 Value ($000) $985 Avg Close — Range —
Q3 2025
Shares 16,912 Value ($000) $969 Avg Close — Range —
Q2 2025
Shares 16,705 Value ($000) $901 Avg Close — Range —
Q1 2025
Shares 18,502 Value ($000) $863 Avg Close — Range —
Q4 2024
Shares 18,074 Value ($000) $899 Avg Close — Range —
Q3 2024
Shares 17,416 Value ($000) $855 Avg Close — Range —
Q2 2024
Shares 15,893 Value ($000) $740 Avg Close — Range —
Q1 2024
Shares 13,156 Value ($000) $594 Avg Close — Range —
Q4 2023
Shares 12,042 Value ($000) $480 Avg Close — Range —
Q3 2023
Shares 9,404 Value ($000) $326 Avg Close — Range —
Q2 2023
Shares 5,997 Value ($000) $218 Avg Close — Range —