ISHARES TR

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

AssuredPartners Investment Advisors, LLC's Holding History (CIK: 0002055492)

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

Q4 2025
Shares 7,839 Value ($000) $1,032 Avg Close — Range —
Q3 2025
Shares 3,004 Value ($000) $390 Avg Close — Range —
Q2 2025
Shares 3,812 Value ($000) $471 Avg Close — Range —
Q1 2025
Shares 9,383 Value ($000) $1,123 Avg Close — Range —
Q4 2024
Shares 9,335 Value ($000) $1,167 Avg Close — Range —