ISHARES TR

Ticker: SMAX CUSIP: 46438G588 Class: LARGE CAP MAX BU

Grantvest Financial Group LLC's Holding History (CIK: 0002055216)

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

Q4 2025
Shares 81,291 Value ($000) $2,191 Avg Close — Range —
Q3 2025
Shares 55,252 Value ($000) $1,480 Avg Close — Range —
Q2 2025
Shares 65,308 Value ($000) $1,701 Avg Close — Range —
Q1 2025
Shares 69,176 Value ($000) $1,732 Avg Close — Range —
Q4 2024
Shares 75,474 Value ($000) $1,902 Avg Close — Range —