ISHARES TR

Ticker: IJK CUSIP: 464287606 Class: S&P MC 400GR ETF

Evergreen Private Wealth LLC's Holding History (CIK: 0002010098)

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

Q3 2025
Shares 967 Value ($000) $93 Avg Close — Range —
Q2 2025
Shares 966 Value ($000) $88 Avg Close — Range —
Q1 2025
Shares 966 Value ($000) $80 Avg Close — Range —
Q4 2024
Shares 1,171 Value ($000) $107 Avg Close — Range —
Q3 2024
Shares 1,171 Value ($000) $108 Avg Close — Range —
Q2 2024
Shares 1,223 Value ($000) $108 Avg Close — Range —
Q1 2024
Shares 3,220 Value ($000) $294 Avg Close — Range —
Q4 2023
Shares 5,738 Value ($000) $455 Avg Close — Range —