ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

North Berkeley Wealth Management, LLC's Holding History (CIK: 0002062383)

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

Q4 2025
Shares 98,576 Value ($000) $6,506 Avg Close — Range —
Q3 2025
Shares 93,234 Value ($000) $6,084 Avg Close — Range —
Q2 2025
Shares 26,307 Value ($000) $1,632 Avg Close — Range —
Q1 2025
Shares 20,434 Value ($000) $1,192 Avg Close — Range —
Q4 2024
Shares 18,935 Value ($000) $1,180 Avg Close — Range —