ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Lee-Kelleher Wealth Management's Holding History (CIK: 0002063827)

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

Q4 2025
Shares 159,187 Value ($000) $10,506 Avg Close — Range —
Q3 2025
Shares 151,685 Value ($000) $9,899 Avg Close — Range —
Q2 2025
Shares 142,231 Value ($000) $8,821 Avg Close — Range —
Q1 2025
Shares 136,750 Value ($000) $7,979 Avg Close — Range —
Q4 2024
Shares 134,247 Value ($000) $8,365 Avg Close — Range —