ISHARES TR

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

Blue Zone Wealth Advisors, LLC's Holding History (CIK: 0001803106)

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

Q4 2025
Shares 2,352 Value ($000) $283 Avg Close — Range —
Q3 2025
Shares 2,388 Value ($000) $284 Avg Close — Range —
Q2 2025
Shares 2,371 Value ($000) $259 Avg Close — Range —
Q1 2025
Shares 2,302 Value ($000) $241 Avg Close — Range —
Q4 2019
Shares 14,841 Value ($000) $1,244 Avg Close — Range —