ISHARES TR

Ticker: IDU CUSIP: 464287697 Class: Exchange Traded Fund

Sharkey, Howes & Javer's Holding History (CIK: 0001642246)

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

Q4 2025
Shares 8,330 Value ($000) $903 Avg Close — Range —
Q3 2025
Shares 11,644 Value ($000) $1,291 Avg Close — Range —
Q2 2025
Shares 12,180 Value ($000) $1,274 Avg Close — Range —
Q1 2025
Shares 15,484 Value ($000) $1,570 Avg Close — Range —
Q4 2024
Shares 15,327 Value ($000) $1,475 Avg Close — Range —
Q3 2024
Shares 13,211 Value ($000) $1,348 Avg Close — Range —