ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

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

Q4 2025
Shares 109,681 Value ($000) $7,239 Avg Close — Range —
Q3 2025
Shares 108,229 Value ($000) $7,063 Avg Close — Range —
Q2 2025
Shares 109,933 Value ($000) $6,818 Avg Close — Range —
Q1 2025
Shares 121,301 Value ($000) $7,078 Avg Close — Range —
Q4 2024
Shares 121,375 Value ($000) $7,563 Avg Close — Range —
Q3 2024
Shares 120,611 Value ($000) $7,516 Avg Close — Range —
Q2 2024
Shares 116,036 Value ($000) $6,790 Avg Close — Range —
Q1 2024
Shares 115,095 Value ($000) $6,991 Avg Close — Range —
Q4 2023
Shares 22,998 Value ($000) $6,374 Avg Close — Range —
Q3 2023
Shares 22,726 Value ($000) $5,667 Avg Close — Range —
Q2 2023
Shares 22,771 Value ($000) $5,954 Avg Close — Range —
Q1 2023
Shares 22,613 Value ($000) $5,657 Avg Close — Range —
Q4 2022
Shares 21,874 Value ($000) $5,291 Avg Close — Range —
Q3 2022
Shares 21,909 Value ($000) $5,479 Avg Close — Range —
Q2 2022
Shares 21,699 Value ($000) $4,909 Avg Close — Range —
Q1 2022
Shares 21,356 Value ($000) $5,731 Avg Close — Range —
Q4 2021
Shares 21,127 Value ($000) $5,981 Avg Close — Range —