ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Stephenson & Company, Inc.'s Holding History (CIK: 0002001544)

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

Q4 2025
Shares 104,339 Value ($000) $6,886 Avg Close — Range —
Q3 2025
Shares 101,141 Value ($000) $6,600 Avg Close — Range —
Q2 2025
Shares 98,943 Value ($000) $6,136 Avg Close — Range —
Q1 2025
Shares 95,290 Value ($000) $5,560 Avg Close — Range —
Q4 2024
Shares 93,663 Value ($000) $5,836 Avg Close — Range —
Q3 2024
Shares 89,497 Value ($000) $5,577 Avg Close — Range —
Q2 2024
Shares 86,783 Value ($000) $5,079 Avg Close — Range —
Q1 2024
Shares 85,592 Value ($000) $5,199 Avg Close — Range —
Q4 2023
Shares 15,613 Value ($000) $4,327 Avg Close — Range —