ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

WorthPointe, LLC's Holding History (CIK: 0001921448)

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

Q4 2025
Shares 38,598 Value ($000) $2,547 Avg Close — Range —
Q3 2025
Shares 38,645 Value ($000) $2,522 Avg Close — Range —
Q2 2025
Shares 38,086 Value ($000) $2,362 Avg Close — Range —
Q1 2025
Shares 39,077 Value ($000) $2,280 Avg Close — Range —
Q4 2024
Shares 40,233 Value ($000) $2,507 Avg Close — Range —
Q3 2024
Shares 41,027 Value ($000) $2,557 Avg Close — Range —
Q2 2024
Shares 40,954 Value ($000) $2,397 Avg Close — Range —
Q1 2024
Shares 3,711 Value ($000) $225 Avg Close — Range —
Q4 2023
Shares 901 Value ($000) $250 Avg Close — Range —
Q1 2023
Shares 1,685 Value ($000) $422 Avg Close — Range —
Q4 2022
Shares 898 Value ($000) $217 Avg Close — Range —
Q4 2021
Shares 2,328 Value ($000) $626 Avg Close — Range —