ISHARES TR

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

Foundation Wealth Management, LLC's Holding History (CIK: 0001966351)

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

Q4 2025
Shares 47,753 Value ($000) $6,288 Avg Close — Range —
Q3 2025
Shares 49,113 Value ($000) $6,371 Avg Close — Range —
Q2 2025
Shares 48,611 Value ($000) $6,008 Avg Close — Range —
Q1 2025
Shares 38,900 Value ($000) $4,657 Avg Close — Range —
Q4 2024
Shares 39,740 Value ($000) $4,966 Avg Close — Range —
Q3 2024
Shares 40,483 Value ($000) $5,004 Avg Close — Range —
Q2 2024
Shares 41,733 Value ($000) $4,735 Avg Close — Range —
Q1 2024
Shares 42,435 Value ($000) $5,020 Avg Close — Range —
Q4 2023
Shares 43,410 Value ($000) $4,951 Avg Close — Range —
Q3 2023
Shares 42,647 Value ($000) $4,304 Avg Close — Range —
Q2 2023
Shares 47,320 Value ($000) $5,069 Avg Close — Range —
Q1 2023
Shares 41,832 Value ($000) $4,299 Avg Close — Range —
Q4 2022
Shares 38,848 Value ($000) $3,916 Avg Close — Range —