ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

LYELL WEALTH MANAGEMENT, LP's Holding History (CIK: 0001686444)

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

Q1 2024
Shares 2,065 Value ($000) $244 Avg Close — Range —
Q4 2023
Shares 2,340 Value ($000) $267 Avg Close — Range —
Q3 2023
Shares 2,415 Value ($000) $244 Avg Close — Range —
Q2 2023
Shares 2,675 Value ($000) $287 Avg Close — Range —
Q1 2023
Shares 2,675 Value ($000) $275 Avg Close — Range —
Q4 2020
Shares 2,460 Value ($000) $212 Avg Close — Range —