ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 4,753 Value ($000) $1,431 Avg Close — Range —
Q3 2025
Shares 4,462 Value ($000) $1,210 Avg Close — Range —
Q2 2025
Shares 4,413 Value ($000) $1,053 Avg Close — Range —
Q4 2024
Shares 4,127 Value ($000) $889 Avg Close — Range —
Q3 2024
Shares 3,640 Value ($000) $839 Avg Close — Range —
Q2 2024
Shares 3,333 Value ($000) $822 Avg Close — Range —
Q1 2024
Shares 2,613 Value ($000) $590 Avg Close — Range —
Q4 2023
Shares 1,019 Value ($000) $576 Avg Close — Range —
Q3 2023
Shares 1,066 Value ($000) $504 Avg Close — Range —
Q2 2023
Shares 1,066 Value ($000) $541 Avg Close — Range —
Q1 2023
Shares 1,212 Value ($000) $494 Avg Close — Range —
Q4 2022
Shares 575 Value ($000) $200 Avg Close — Range —
Q3 2022
Shares 614 Value ($000) $200 Avg Close — Range —
Q2 2022
Shares 593 Value ($000) $207 Avg Close — Range —
Q1 2022
Shares 593 Value ($000) $231 Avg Close — Range —
Q3 2021
Shares 53 Value ($000) $24 Avg Close — Range —
Q2 2021
Shares 53 Value ($000) $24 Avg Close — Range —
Q1 2021
Shares 53 Value ($000) $22 Avg Close — Range —
Q4 2020
Shares 53 Value ($000) $20 Avg Close — Range —