ISHARES TR

Ticker: EEM CUSIP: 464287234 Class: MSCI EMG MKT ETF

BALANCED WEALTH GROUP LLC's Holding History (CIK: 0002009783)

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

Q4 2025
Shares 49,457 Value ($000) $2,662 Avg Close — Range —
Q3 2025
Shares 50,118 Value ($000) $2,422 Avg Close — Range —
Q2 2025
Shares 50,008 Value ($000) $2,428 Avg Close — Range —
Q1 2025
Shares 47,758 Value ($000) $2,087 Avg Close — Range —
Q4 2024
Shares 46,877 Value ($000) $2,003 Avg Close — Range —
Q3 2024
Shares 46,567 Value ($000) $2,136 Avg Close — Range —
Q2 2024
Shares 45,558 Value ($000) $1,945 Avg Close — Range —
Q1 2024
Shares 55,780 Value ($000) $2,366 Avg Close — Range —
Q4 2023
Shares 55,595 Value ($000) $2,235 Avg Close — Range —