ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Morton Capital Management LLC/CA's Holding History (CIK: 0002002628)

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

Q4 2025
Shares 4,615 Value ($000) $305 Avg Close — Range —
Q3 2025
Shares 4,611 Value ($000) $301 Avg Close — Range —
Q2 2025
Shares 10,948 Value ($000) $679 Avg Close — Range —
Q1 2025
Shares 6,234 Value ($000) $364 Avg Close — Range —
Q4 2024
Shares 6,127 Value ($000) $382 Avg Close — Range —
Q3 2024
Shares 6,123 Value ($000) $382 Avg Close — Range —
Q4 2022
Shares 997 Value ($000) $241 Avg Close — Range —
Q4 2021
Shares 729 Value ($000) $206 Avg Close — Range —