ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 13,681 Value ($000) $903 Avg Close — Range —
Q3 2025
Shares 13,729 Value ($000) $896 Avg Close — Range —
Q2 2025
Shares 14,797 Value ($000) $918 Avg Close — Range —
Q1 2025
Shares 14,392 Value ($000) $840 Avg Close — Range —
Q4 2024
Shares 14,391 Value ($000) $897 Avg Close — Range —
Q3 2024
Shares 12,478 Value ($000) $778 Avg Close — Range —
Q2 2024
Shares 12,491 Value ($000) $731 Avg Close — Range —
Q1 2024
Shares 12,490 Value ($000) $759 Avg Close — Range —
Q4 2023
Shares 2,510 Value ($000) $696 Avg Close — Range —
Q3 2023
Shares 2,608 Value ($000) $650 Avg Close — Range —
Q2 2023
Shares 2,528 Value ($000) $661 Avg Close — Range —
Q1 2023
Shares 2,574 Value ($000) $644 Avg Close — Range —
Q4 2022
Shares 2,550 Value ($000) $617 Avg Close — Range —
Q3 2022
Shares 2,567 Value ($000) $563 Avg Close — Range —
Q2 2022
Shares 2,510 Value ($000) $568 Avg Close — Range —
Q1 2022
Shares 2,852 Value ($000) $765 Avg Close — Range —
Q4 2021
Shares 2,874 Value ($000) $814 Avg Close — Range —
Q3 2021
Shares 2,880 Value ($000) $758 Avg Close — Range —
Q2 2021
Shares 2,367 Value ($000) $636 Avg Close — Range —
Q1 2021
Shares 2,302 Value ($000) $599 Avg Close — Range —
Q4 2020
Shares 1,235 Value ($000) $284 Avg Close — Range —