ISHARES TR

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

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 4,080 Value ($000) $537 Avg Close — Range —
Q3 2025
Shares 4,123 Value ($000) $535 Avg Close — Range —
Q2 2025
Shares 4,123 Value ($000) $510 Avg Close — Range —
Q1 2025
Shares 4,123 Value ($000) $494 Avg Close — Range —
Q4 2024
Shares 4,123 Value ($000) $515 Avg Close — Range —
Q3 2024
Shares 4,158 Value ($000) $514 Avg Close — Range —
Q2 2024
Shares 4,355 Value ($000) $494 Avg Close — Range —
Q1 2024
Shares 4,225 Value ($000) $500 Avg Close — Range —
Q4 2023
Shares 4,225 Value ($000) $482 Avg Close — Range —
Q3 2023
Shares 4,715 Value ($000) $476 Avg Close — Range —
Q2 2023
Shares 4,715 Value ($000) $505 Avg Close — Range —
Q1 2023
Shares 5,688 Value ($000) $585 Avg Close — Range —
Q4 2022
Shares 4,672 Value ($000) $471 Avg Close — Range —