ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 3,989 Value ($000) $263 Avg Close — Range —
Q3 2025
Shares 4,298 Value ($000) $280 Avg Close — Range —
Q2 2025
Shares 3,680 Value ($000) $228 Avg Close — Range —
Q1 2025
Shares 3,680 Value ($000) $215 Avg Close — Range —