ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

LYELL WEALTH MANAGEMENT, LP's Holding History (CIK: 0001686444)

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

Q4 2025
Shares 33,485 Value ($000) $2,210 Avg Close — Range —
Q3 2025
Shares 37,660 Value ($000) $2,458 Avg Close — Range —
Q2 2025
Shares 40,085 Value ($000) $2,486 Avg Close — Range —
Q1 2025
Shares 42,785 Value ($000) $2,497 Avg Close — Range —
Q4 2024
Shares 48,785 Value ($000) $3,040 Avg Close — Range —
Q3 2024
Shares 48,775 Value ($000) $3,040 Avg Close — Range —
Q2 2024
Shares 50,840 Value ($000) $2,975 Avg Close — Range —
Q1 2024
Shares 54,930 Value ($000) $3,336 Avg Close — Range —
Q4 2023
Shares 10,590 Value ($000) $2,935 Avg Close — Range —
Q3 2023
Shares 12,862 Value ($000) $3,207 Avg Close — Range —
Q2 2023
Shares 15,347 Value ($000) $4,013 Avg Close — Range —
Q1 2023
Shares 16,735 Value ($000) $4,186 Avg Close — Range —
Q4 2022
Shares 16,718 Value ($000) $4,044 Avg Close — Range —
Q3 2022
Shares 14,628 Value ($000) $3,207 Avg Close — Range —
Q2 2022
Shares 8,923 Value ($000) $2,019 Avg Close — Range —
Q1 2022
Shares 7,900 Value ($000) $2,120 Avg Close — Range —
Q4 2021
Shares 5,380 Value ($000) $1,523 Avg Close — Range —
Q3 2021
Shares 7,075 Value ($000) $1,861 Avg Close — Range —
Q2 2021
Shares 7,502 Value ($000) $2,016 Avg Close — Range —
Q1 2021
Shares 8,225 Value ($000) $2,141 Avg Close — Range —
Q4 2020
Shares 4,840 Value ($000) $1,112 Avg Close — Range —
Q4 2019
Shares 1,370 Value ($000) $282 Avg Close — Range —