ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 561,189 Value ($000) $37,038 Avg Close — Range —
Q3 2025
Shares 565,401 Value ($000) $36,898 Avg Close — Range —
Q2 2025
Shares 572,606 Value ($000) $35,513 Avg Close — Range —
Q1 2025
Shares 581,219 Value ($000) $33,914 Avg Close — Range —
Q4 2024
Shares 575,803 Value ($000) $35,878 Avg Close — Range —
Q3 2024
Shares 537,718 Value ($000) $33,511 Avg Close — Range —
Q2 2024
Shares 549,530 Value ($000) $32,159 Avg Close — Range —
Q1 2024
Shares 554,613 Value ($000) $33,687 Avg Close — Range —
Q4 2023
Shares 109,380 Value ($000) $30,315 Avg Close — Range —
Q3 2023
Shares 110,946 Value ($000) $27,664 Avg Close — Range —
Q2 2023
Shares 111,196 Value ($000) $29,075 Avg Close — Range —
Q1 2023
Shares 110,316 Value ($000) $27,597 Avg Close — Range —
Q4 2022
Shares 113,929 Value ($000) $27,558 Avg Close — Range —