ISHARES TR

Ticker: IBTH CUSIP: 46436E841 Class: ETF

Straight Path Wealth Management's Holding History (CIK: 0001902506)

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

Q4 2025
Shares 43,655 Value ($000) $981 Avg Close — Range —
Q3 2025
Shares 25,976 Value ($000) $585 Avg Close — Range —
Q2 2025
Shares 22,776 Value ($000) $512 Avg Close — Range —
Q1 2025
Shares 21,467 Value ($000) $481 Avg Close — Range —
Q4 2024
Shares 22,940 Value ($000) $509 Avg Close — Range —
Q3 2024
Shares 20,641 Value ($000) $467 Avg Close — Range —
Q2 2024
Shares 21,770 Value ($000) $481 Avg Close — Range —
Q1 2024
Shares 20,629 Value ($000) $457 Avg Close — Range —
Q4 2023
Shares 19,678 Value ($000) $441 Avg Close — Range —