ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 6,014 Value ($000) $423 Avg Close — Range —
Q3 2025
Shares 6,877 Value ($000) $453 Avg Close — Range —
Q2 2025
Shares 6,805 Value ($000) $432 Avg Close — Range —
Q1 2025
Shares 6,699 Value ($000) $364 Avg Close — Range —
Q4 2024
Shares 6,391 Value ($000) $396 Avg Close — Range —
Q3 2024
Shares 6,357 Value ($000) $406 Avg Close — Range —
Q2 2024
Shares 4,978 Value ($000) $291 Avg Close — Range —
Q1 2024
Shares 4,923 Value ($000) $281 Avg Close — Range —