ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

NewEdge Wealth, LLC's Holding History (CIK: 0001861796)

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

Q4 2025
Shares 359,696 Value ($000) $23,740 Avg Close — Range —
Q3 2025
Shares 167,995 Value ($000) $10,883 Avg Close — Range —
Q2 2025
Shares 175,680 Value ($000) $10,987 Avg Close — Range —
Q1 2025
Shares 167,186 Value ($000) $9,755 Avg Close — Range —
Q4 2024
Shares 166,588 Value ($000) $10,380 Avg Close — Range —
Q3 2024
Shares 143,939 Value ($000) $8,970 Avg Close — Range —
Q2 2024
Shares 58,004 Value ($000) $3,394 Avg Close — Range —
Q1 2024
Shares 58,911 Value ($000) $3,412 Avg Close — Range —
Q4 2023
Shares 9,616 Value ($000) $2,665 Avg Close — Range —
Q3 2023
Shares 5,437 Value ($000) $1,356 Avg Close — Range —
Q2 2023
Shares 5,414 Value ($000) $1,416 Avg Close — Range —
Q1 2023
Shares 5,904 Value ($000) $1,477 Avg Close — Range —
Q4 2022
Shares 6,498 Value ($000) $1,572 Avg Close — Range —
Q3 2022
Shares 5,205 Value ($000) $1,141 Avg Close — Range —
Q2 2022
Shares 1,019 Value ($000) $231 Avg Close — Range —