ISHARES TR

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

Evergreen Private Wealth LLC's Holding History (CIK: 0002010098)

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

Q3 2025
Shares 631 Value ($000) $82 Avg Close — Range —
Q2 2025
Shares 631 Value ($000) $78 Avg Close — Range —
Q1 2025
Shares 631 Value ($000) $76 Avg Close — Range —
Q4 2024
Shares 712 Value ($000) $89 Avg Close — Range —
Q3 2024
Shares 746 Value ($000) $92 Avg Close — Range —
Q2 2024
Shares 749 Value ($000) $85 Avg Close — Range —
Q1 2024
Shares 2,043 Value ($000) $242 Avg Close — Range —
Q4 2023
Shares 3,630 Value ($000) $414 Avg Close — Range —