ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2021
Shares 6,129 Value ($000) $669 Avg Close — Range —
Q3 2021
Shares 6,129 Value ($000) $669 Avg Close — Range —
Q2 2021
Shares 5,595 Value ($000) $632 Avg Close — Range —
Q1 2021
Shares 5,523 Value ($000) $599 Avg Close — Range —