ISHARES TR

Ticker: IXJ CUSIP: 464287325 Class: GLOB HLTHCRE ETF

Stonebridge Financial Planning Group, LLC's Holding History (CIK: 0001802494)

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

Q4 2025
Shares 3,295 Value ($000) $321 Avg Close — Range —
Q3 2025
Shares 4,155 Value ($000) $368 Avg Close — Range —
Q2 2025
Shares 6,085 Value ($000) $524 Avg Close — Range —
Q1 2025
Shares 6,285 Value ($000) $573 Avg Close — Range —
Q4 2024
Shares 6,485 Value ($000) $558 Avg Close — Range —
Q3 2024
Shares 6,810 Value ($000) $668 Avg Close — Range —
Q2 2024
Shares 6,660 Value ($000) $618 Avg Close — Range —
Q1 2024
Shares 6,735 Value ($000) $627 Avg Close — Range —
Q4 2023
Shares 6,735 Value ($000) $584 Avg Close — Range —
Q3 2023
Shares 6,340 Value ($000) $523 Avg Close — Range —
Q2 2023
Shares 3,815 Value ($000) $324 Avg Close — Range —