Sound Income Strategies, LLC: IYW position timeline

Sound Income Strategies, LLC held 2,028 IYW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 2,028 shares

   Change vs previous 13F -108 shares

   0.02% of the 13F portfolio, value $542,692.

   13F-HR 0001085146-26-000864 filed by Sound Income Strategies, LLC
   Accepted 2026-10-09 20:53:34 UTC, ingested 2026-10-09 20:54:06 UTC

2. period ended2026-06-30

   13F 2,136 shares

   Change vs previous 13F +433 shares

   0.02% of the 13F portfolio, value $538,814.

   13F-HR 0001730960-26-000001 filed by Sound Income Strategies, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 1,703 shares

   Change vs previous 13F -18 shares

   0.02% of the 13F portfolio, value $314,103.

   13F-HR 0001104659-26-049113 filed by Sound Income Strategies, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 1,721 shares

   Change vs previous 13F -423 shares

   0.02% of the 13F portfolio, value $344,047.

   13F-HR 0001104659-26-005260 filed by Sound Income Strategies, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 2,144 shares

   Change vs previous 13F +165 shares

   0.02% of the 13F portfolio, value $430,131.

   13F-HR 0001104659-25-098692 filed by Sound Income Strategies, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 1,979 shares

   Change vs previous 13F -775 shares

   0.02% of the 13F portfolio, value $342,906.

   13F-HR 0001104659-25-068609 filed by Sound Income Strategies, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 2,754 shares

   Change vs previous 13F -279 shares

   0.02% of the 13F portfolio, value $386,772.

   13F-HR 0001104659-25-035760 filed by Sound Income Strategies, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 3,033 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $483,895.

   13F-HR 0001104659-25-004762 filed by Sound Income Strategies, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).