ISHARES TR

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

Wellspring Financial Advisors, LLC's Holding History (CIK: 0001811308)

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

Q4 2025
Shares 408,650 Value ($000) $4,742 Avg Close — Range —
Q3 2025
Shares 413,406 Value ($000) $5,746 Avg Close — Range —
Q2 2025
Shares 517,145 Value ($000) $16,843 Avg Close — Range —
Q1 2025
Shares 515,527 Value ($000) $15,595 Avg Close — Range —
Q4 2024
Shares 531,324 Value ($000) $18,570 Avg Close — Range —
Q3 2024
Shares 458,915 Value ($000) $15,365 Avg Close — Range —
Q2 2024
Shares 449,596 Value ($000) $13,047 Avg Close — Range —
Q1 2024
Shares 445,629 Value ($000) $13,069 Avg Close — Range —
Q4 2023
Shares 363,704 Value ($000) $3,939 Avg Close — Range —
Q3 2023
Shares 364,528 Value ($000) $3,552 Avg Close — Range —
Q2 2023
Shares 344,049 Value ($000) $1,694 Avg Close — Range —
Q1 2023
Shares 344,181 Value ($000) $1,666 Avg Close — Range —
Q4 2022
Shares 343,953 Value ($000) $1,616 Avg Close — Range —
Q3 2022
Shares 344,470 Value ($000) $1,560 Avg Close — Range —
Q2 2022
Shares 345,022 Value ($000) $1,684 Avg Close — Range —
Q1 2022
Shares 354,212 Value ($000) $2,902 Avg Close — Range —
Q4 2021
Shares 356,989 Value ($000) $3,379 Avg Close — Range —
Q3 2021
Shares 364,709 Value ($000) $3,736 Avg Close — Range —
Q2 2021
Shares 33,459 Value ($000) $3,780 Avg Close — Range —
Q1 2021
Shares 25,243 Value ($000) $1,416 Avg Close — Range —
Q4 2020
Shares 33,023 Value ($000) $3,035 Avg Close — Range —
Q3 2020
Shares 39,437 Value ($000) $2,770 Avg Close — Range —
Q2 2020
Shares 40,305 Value ($000) $2,752 Avg Close — Range —
Q1 2020
Shares 25,243 Value ($000) $1,416 Avg Close — Range —