ISHARES TR

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

Gateway Wealth Partners, LLC's Holding History (CIK: 0001966037)

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

Q4 2025
Shares 1,575 Value ($000) $207 Avg Close — Range —
Q3 2025
Shares 1,570 Value ($000) $204 Avg Close — Range —