ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 50,758 Value ($000) $3,350 Avg Close — Range —
Q3 2025
Shares 45,838 Value ($000) $2,991 Avg Close — Range —
Q2 2025
Shares 37,734 Value ($000) $2,340 Avg Close — Range —
Q1 2025
Shares 35,797 Value ($000) $2,089 Avg Close — Range —
Q4 2024
Shares 33,101 Value ($000) $2,063 Avg Close — Range —
Q3 2024
Shares 29,734 Value ($000) $1,853 Avg Close — Range —
Q2 2024
Shares 26,447 Value ($000) $1,548 Avg Close — Range —
Q1 2024
Shares 19,162 Value ($000) $1,164 Avg Close — Range —
Q4 2023
Shares 3,296 Value ($000) $914 Avg Close — Range —
Q3 2023
Shares 2,902 Value ($000) $724 Avg Close — Range —
Q2 2023
Shares 2,907 Value ($000) $778 Avg Close — Range —
Q1 2023
Shares 2,763 Value ($000) $670 Avg Close — Range —
Q4 2022
Shares 923 Value ($000) $223 Avg Close — Range —