ISHARES TR

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

Curated Wealth Partners LLC's Holding History (CIK: 0001781284)

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

Q4 2025
Shares 2,160 Value ($000) $260 Avg Close — Range —
Q3 2024
Shares 1,826 Value ($000) $214 Avg Close — Range —
Q2 2024
Shares 2,601 Value ($000) $277 Avg Close — Range —
Q4 2023
Shares 3,688 Value ($000) $399 Avg Close — Range —
Q3 2023
Shares 3,688 Value ($000) $348 Avg Close — Range —
Q2 2023
Shares 3,688 Value ($000) $368 Avg Close — Range —
Q1 2023
Shares 5,242 Value ($000) $507 Avg Close — Range —
Q4 2022
Shares 5,692 Value ($000) $539 Avg Close — Range —
Q3 2022
Shares 5,916 Value ($000) $517 Avg Close — Range —
Q2 2022
Shares 6,046 Value ($000) $560 Avg Close — Range —