ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

LJI Wealth Management, LLC's Holding History (CIK: 0001988563)

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

Q4 2025
Shares 1,150 Value ($000) $788 Avg Close — Range —
Q3 2025
Shares 938 Value ($000) $628 Avg Close — Range —
Q2 2025
Shares 1,168 Value ($000) $725 Avg Close — Range —
Q1 2025
Shares 1,164 Value ($000) $654 Avg Close — Range —
Q4 2024
Shares 1,357 Value ($000) $799 Avg Close — Range —
Q3 2024
Shares 1,342 Value ($000) $774 Avg Close — Range —
Q2 2024
Shares 1,964 Value ($000) $1,075 Avg Close — Range —
Q1 2024
Shares 1,962 Value ($000) $1,031 Avg Close — Range —
Q4 2023
Shares 1,689 Value ($000) $807 Avg Close — Range —
Q3 2023
Shares 1,705 Value ($000) $732 Avg Close — Range —
Q2 2023
Shares 134,074 Value ($000) $927 Avg Close — Range —
Q1 2023
Shares 2,336 Value ($000) $960 Avg Close — Range —
Q4 2022
Shares 2,296 Value ($000) $882 Avg Close — Range —