ISHARES TR

Ticker: IBTG CUSIP: 46436E858 Class: ETF

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

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

Q4 2025
Shares 39,788 Value ($000) $910 Avg Close — Range —
Q3 2025
Shares 27,185 Value ($000) $624 Avg Close — Range —
Q2 2025
Shares 24,674 Value ($000) $566 Avg Close — Range —
Q1 2025
Shares 24,204 Value ($000) $555 Avg Close — Range —
Q4 2024
Shares 22,599 Value ($000) $515 Avg Close — Range —
Q3 2024
Shares 20,309 Value ($000) $468 Avg Close — Range —
Q2 2024
Shares 21,034 Value ($000) $477 Avg Close — Range —
Q1 2024
Shares 19,654 Value ($000) $446 Avg Close — Range —
Q4 2023
Shares 18,032 Value ($000) $412 Avg Close — Range —