ISHARES TR

Ticker: IYJ CUSIP: 464287754 Class: US INDUSTRIALS

Kozak & Associates, Inc.'s Holding History (CIK: 0001764970)

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

Q4 2025
Shares 214,805 Value ($000) $33,220 Avg Close — Range —
Q3 2025
Shares 201,879 Value ($000) $28,475 Avg Close — Range —
Q2 2025
Shares 132,637 Value ($000) $19,204 Avg Close — Range —
Q1 2025
Shares 108,834 Value ($000) $13,574 Avg Close — Range —
Q4 2024
Shares 102,014 Value ($000) $13,697 Avg Close — Range —