ISHARES TR

Ticker: ILCG CUSIP: 464287119 Class: MORNINGSTAR GRWT

JIM SAULNIER & ASSOCIATES, LLC's Holding History (CIK: 0002044420)

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

Q4 2025
Shares 33,257 Value ($000) $3,460 Avg Close — Range —
Q3 2025
Shares 33,806 Value ($000) $3,526 Avg Close — Range —
Q2 2025
Shares 36,888 Value ($000) $3,574 Avg Close — Range —
Q1 2025
Shares 39,141 Value ($000) $3,170 Avg Close — Range —
Q4 2024
Shares 38,151 Value ($000) $3,418 Avg Close — Range —
Q3 2024
Shares 30,569 Value ($000) $2,569 Avg Close — Range —