ISHARES TR

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

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 124,851 Value ($000) $16,429 Avg Close — Range —
Q3 2025
Shares 251,191 Value ($000) $32,584 Avg Close — Range —