ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q4 2025
Shares 4,070 Value ($000) $269 Avg Close — Range —
Q3 2025
Shares 3,791 Value ($000) $247 Avg Close — Range —
Q2 2025
Shares 3,791 Value ($000) $235 Avg Close — Range —
Q1 2025
Shares 3,891 Value ($000) $227 Avg Close — Range —
Q4 2024
Shares 3,460 Value ($000) $216 Avg Close — Range —
Q3 2024
Shares 3,460 Value ($000) $216 Avg Close — Range —
Q2 2024
Shares 3,460 Value ($000) $202 Avg Close — Range —
Q1 2024
Shares 3,460 Value ($000) $210 Avg Close — Range —
Q4 2023
Shares 750 Value ($000) $208 Avg Close — Range —
Q4 2022
Shares 839 Value ($000) $203 Avg Close — Range —
Q2 2022
Shares 1,390 Value ($000) $314 Avg Close — Range —