ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Falcon Wealth Planning's Holding History (CIK: 0001839850)

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

Q4 2025
Shares 10,046 Value ($000) $663 Avg Close — Range —
Q3 2025
Shares 9,733 Value ($000) $635 Avg Close — Range —
Q2 2025
Shares 9,443 Value ($000) $586 Avg Close — Range —
Q1 2025
Shares 11,257 Value ($000) $657 Avg Close — Range —
Q4 2024
Shares 11,788 Value ($000) $735 Avg Close — Range —
Q3 2024
Shares 7,422 Value ($000) $463 Avg Close — Range —
Q2 2024
Shares 7,015 Value ($000) $411 Avg Close — Range —
Q1 2024
Shares 7,015 Value ($000) $426 Avg Close — Range —
Q4 2023
Shares 1,430 Value ($000) $396 Avg Close — Range —
Q3 2023
Shares 1,403 Value ($000) $350 Avg Close — Range —
Q2 2023
Shares 1,403 Value ($000) $367 Avg Close — Range —
Q1 2023
Shares 1,403 Value ($000) $351 Avg Close — Range —
Q4 2022
Shares 1,422 Value ($000) $344 Avg Close — Range —
Q3 2022
Shares 1,381 Value ($000) $303 Avg Close — Range —
Q2 2022
Shares 1,387 Value ($000) $314 Avg Close — Range —
Q1 2022
Shares 1,381 Value ($000) $371 Avg Close — Range —
Q4 2021
Shares 1,433 Value ($000) $406 Avg Close — Range —
Q3 2021
Shares 1,433 Value ($000) $377 Avg Close — Range —