ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

BEACON FINANCIAL PLANNING, INC's Holding History (CIK: 0001966066)

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

Q4 2025
Shares 199,473 Value ($000) $13,165 Avg Close — Range —
Q3 2025
Shares 198,605 Value ($000) $12,961 Avg Close — Range —
Q2 2025
Shares 203,844 Value ($000) $12,642 Avg Close — Range —
Q1 2025
Shares 215,450 Value ($000) $12,572 Avg Close — Range —
Q4 2024
Shares 219,038 Value ($000) $13,648 Avg Close — Range —
Q3 2024
Shares 219,155 Value ($000) $13,658 Avg Close — Range —
Q2 2024
Shares 226,995 Value ($000) $13,284 Avg Close — Range —
Q1 2024
Shares 232,652 Value ($000) $14,131 Avg Close — Range —
Q4 2023
Shares 47,210 Value ($000) $13,084 Avg Close — Range —
Q3 2023
Shares 47,694 Value ($000) $11,892 Avg Close — Range —
Q2 2023
Shares 48,299 Value ($000) $12,629 Avg Close — Range —
Q1 2023
Shares 48,077 Value ($000) $12,027 Avg Close — Range —
Q4 2022
Shares 46,790 Value ($000) $11,318 Avg Close — Range —