ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

INSTRUMENTAL WEALTH, LLC's Holding History (CIK: 0001976010)

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

Q4 2025
Shares 333,936 Value ($000) $24,067 Avg Close — Range —
Q3 2025
Shares 316,269 Value ($000) $20,409 Avg Close — Range —
Q2 2025
Shares 298,995 Value ($000) $18,693 Avg Close — Range —
Q1 2025
Shares 281,308 Value ($000) $15,919 Avg Close — Range —
Q4 2024
Shares 218,448 Value ($000) $13,544 Avg Close — Range —
Q3 2024
Shares 201,035 Value ($000) $12,746 Avg Close — Range —
Q2 2024
Shares 196,700 Value ($000) $11,885 Avg Close — Range —
Q1 2024
Shares 184,577 Value ($000) $10,918 Avg Close — Range —
Q4 2023
Shares 39,708 Value ($000) $10,862 Avg Close — Range —
Q3 2023
Shares 41,654 Value ($000) $10,435 Avg Close — Range —
Q2 2023
Shares 38,245 Value ($000) $10,242 Avg Close — Range —
Q1 2023
Shares 36,652 Value ($000) $8,956 Avg Close — Range —