ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

DEFINED WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001849518)

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

Q4 2025
Shares 6,686 Value ($000) $441 Avg Close — Range —
Q3 2025
Shares 6,744 Value ($000) $440 Avg Close — Range —
Q2 2025
Shares 6,794 Value ($000) $421 Avg Close — Range —
Q1 2025
Shares 6,817 Value ($000) $398 Avg Close — Range —
Q4 2024
Shares 6,847 Value ($000) $427 Avg Close — Range —
Q3 2024
Shares 7,008 Value ($000) $437 Avg Close — Range —
Q2 2024
Shares 7,038 Value ($000) $412 Avg Close — Range —
Q1 2024
Shares 7,090 Value ($000) $431 Avg Close — Range —
Q4 2023
Shares 1,418 Value ($000) $393 Avg Close — Range —
Q3 2023
Shares 1,427 Value ($000) $356 Avg Close — Range —
Q2 2023
Shares 1,431 Value ($000) $374 Avg Close — Range —
Q1 2023
Shares 1,432 Value ($000) $358 Avg Close — Range —
Q4 2022
Shares 1,479 Value ($000) $358 Avg Close — Range —