ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Philip James Wealth Mangement, LLC's Holding History (CIK: 0002002630)

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

Q4 2025
Shares 11,805 Value ($000) $779 Avg Close — Range —
Q3 2025
Shares 11,768 Value ($000) $768 Avg Close — Range —
Q2 2025
Shares 14,947 Value ($000) $927 Avg Close — Range —
Q1 2025
Shares 14,976 Value ($000) $874 Avg Close — Range —
Q4 2024
Shares 15,821 Value ($000) $986 Avg Close — Range —
Q3 2024
Shares 14,640 Value ($000) $912 Avg Close — Range —
Q2 2024
Shares 14,598 Value ($000) $854 Avg Close — Range —
Q1 2024
Shares 14,674 Value ($000) $891 Avg Close — Range —
Q4 2023
Shares 2,937 Value ($000) $814 Avg Close — Range —