ISHARES TR

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

Successful Portfolios LLC's Holding History (CIK: 0001721780)

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

Q4 2025
Shares 2,073 Value ($000) $262 Avg Close — Range —
Q3 2025
Shares 2,176 Value ($000) $259 Avg Close — Range —
Q1 2023
Shares 2,370 Value ($000) $229 Avg Close — Range —
Q4 2022
Shares 2,671 Value ($000) $253 Avg Close — Range —
Q3 2022
Shares 3,234 Value ($000) $282 Avg Close — Range —
Q2 2022
Shares 3,346 Value ($000) $309 Avg Close — Range —
Q1 2022
Shares 4,156 Value ($000) $448 Avg Close — Range —
Q4 2021
Shares 4,716 Value ($000) $540 Avg Close — Range —
Q3 2021
Shares 4,643 Value ($000) $507 Avg Close — Range —
Q2 2021
Shares 4,741 Value ($000) $536 Avg Close — Range —
Q1 2021
Shares 4,400 Value ($000) $478 Avg Close — Range —
Q4 2020
Shares 3,204 Value ($000) $294 Avg Close — Range —
Q3 2020
Shares 5,801 Value ($000) $407 Avg Close — Range —