ISHARES TR

Ticker: IBTG CUSIP: 46436E858 Class: ETF

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q4 2025
Shares 708,473 Value ($000) $16,206 Avg Close — Range —
Q3 2025
Shares 693,415 Value ($000) $15,914 Avg Close — Range —