ISHARES TR

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

Ullmann Wealth Partners Group, LLC's Holding History (CIK: 0001697725)

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

Q4 2025
Shares 19,989 Value ($000) $2,355 Avg Close — Range —
Q3 2025
Shares 20,338 Value ($000) $2,417 Avg Close — Range —
Q2 2025
Shares 21,163 Value ($000) $2,313 Avg Close — Range —
Q1 2025
Shares 22,407 Value ($000) $2,343 Avg Close — Range —
Q4 2024
Shares 22,339 Value ($000) $2,574 Avg Close — Range —
Q3 2024
Shares 22,729 Value ($000) $2,658 Avg Close — Range —
Q2 2024
Shares 22,412 Value ($000) $2,390 Avg Close — Range —
Q1 2024
Shares 22,116 Value ($000) $2,444 Avg Close — Range —
Q4 2023
Shares 26,654 Value ($000) $2,885 Avg Close — Range —
Q3 2023
Shares 27,259 Value ($000) $2,571 Avg Close — Range —
Q2 2023
Shares 27,650 Value ($000) $2,755 Avg Close — Range —
Q1 2023
Shares 28,922 Value ($000) $2,797 Avg Close — Range —
Q4 2022
Shares 29,225 Value ($000) $2,766 Avg Close — Range —
Q3 2022
Shares 28,952 Value ($000) $2,524 Avg Close — Range —
Q2 2022
Shares 28,432 Value ($000) $2,627 Avg Close — Range —
Q1 2022
Shares 28,428 Value ($000) $3,067 Avg Close — Range —
Q4 2021
Shares 25,140 Value ($000) $2,879 Avg Close — Range —
Q3 2021
Shares 25,074 Value ($000) $2,738 Avg Close — Range —
Q2 2021
Shares 24,684 Value ($000) $2,789 Avg Close — Range —
Q1 2021
Shares 26,245 Value ($000) $2,848 Avg Close — Range —
Q4 2020
Shares 26,125 Value ($000) $2,401 Avg Close — Range —
Q3 2020
Shares 30,691 Value ($000) $2,155 Avg Close — Range —
Q2 2020
Shares 32,759 Value ($000) $2,237 Avg Close — Range —
Q2 2017
Shares 901 Value ($000) $63 Avg Close — Range —
Q1 2017
Shares 1,162 Value ($000) $80 Avg Close — Range —