ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Occidental Asset Management, LLC's Holding History (CIK: 0001770994)

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

Q4 2025
Shares 13,729 Value ($000) $906 Avg Close — Range —
Q3 2025
Shares 14,373 Value ($000) $938 Avg Close — Range —
Q2 2025
Shares 14,204 Value ($000) $881 Avg Close — Range —
Q1 2025
Shares 14,201 Value ($000) $829 Avg Close — Range —
Q4 2024
Shares 6,887 Value ($000) $429 Avg Close — Range —
Q3 2024
Shares 6,882 Value ($000) $429 Avg Close — Range —
Q2 2024
Shares 6,948 Value ($000) $407 Avg Close — Range —
Q1 2024
Shares 7,137 Value ($000) $434 Avg Close — Range —
Q4 2023
Shares 1,554 Value ($000) $431 Avg Close — Range —
Q3 2023
Shares 1,520 Value ($000) $379 Avg Close — Range —
Q2 2023
Shares 1,623 Value ($000) $424 Avg Close — Range —
Q1 2023
Shares 3,357 Value ($000) $840 Avg Close — Range —
Q4 2022
Shares 3,539 Value ($000) $856 Avg Close — Range —
Q3 2022
Shares 3,657 Value ($000) $802 Avg Close — Range —
Q2 2022
Shares 3,424 Value ($000) $775 Avg Close — Range —
Q1 2022
Shares 3,456 Value ($000) $927 Avg Close — Range —
Q4 2021
Shares 3,353 Value ($000) $949 Avg Close — Range —
Q3 2021
Shares 3,609 Value ($000) $949 Avg Close — Range —
Q2 2021
Shares 3,719 Value ($000) $999 Avg Close — Range —
Q1 2021
Shares 3,780 Value ($000) $984 Avg Close — Range —
Q4 2020
Shares 3,795 Value ($000) $872 Avg Close — Range —