ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

BALANCED WEALTH GROUP LLC's Holding History (CIK: 0002009783)

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

Q4 2025
Shares 54,852 Value ($000) $3,592 Avg Close — Range —
Q3 2025
Shares 54,823 Value ($000) $3,442 Avg Close — Range —
Q2 2025
Shares 54,789 Value ($000) $3,453 Avg Close — Range —
Q1 2025
Shares 53,580 Value ($000) $3,126 Avg Close — Range —
Q4 2024
Shares 59,761 Value ($000) $3,864 Avg Close — Range —
Q3 2024
Shares 61,936 Value ($000) $3,860 Avg Close — Range —
Q2 2024
Shares 67,524 Value ($000) $3,914 Avg Close — Range —
Q1 2024
Shares 93,944 Value ($000) $5,623 Avg Close — Range —
Q4 2023
Shares 34,186 Value ($000) $9,475 Avg Close — Range —