ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

SWP FINANCIAL LLC's Holding History (CIK: 0002014200)

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

Q4 2025
Shares 43,374 Value ($000) $2,863 Avg Close — Range —
Q3 2025
Shares 44,165 Value ($000) $2,882 Avg Close — Range —
Q2 2025
Shares 44,279 Value ($000) $2,746 Avg Close — Range —
Q1 2025
Shares 44,415 Value ($000) $2,592 Avg Close — Range —
Q4 2024
Shares 44,993 Value ($000) $2,804 Avg Close — Range —
Q3 2024
Shares 154,817 Value ($000) $9,648 Avg Close — Range —
Q2 2024
Shares 123,025 Value ($000) $7,199 Avg Close — Range —
Q1 2024
Shares 41,125 Value ($000) $2,498 Avg Close — Range —
Q4 2023
Shares 7,191 Value ($000) $1,993 Avg Close — Range —