ISHARES TR

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

Rothschild Wealth LLC's Holding History (CIK: 0001811345)

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

Q4 2025
Shares 29,739 Value ($000) $3,574 Avg Close — Range —
Q3 2025
Shares 22,886 Value ($000) $2,720 Avg Close — Range —
Q2 2025
Shares 22,534 Value ($000) $2,463 Avg Close — Range —
Q1 2025
Shares 15,579 Value ($000) $1,629 Avg Close — Range —
Q4 2024
Shares 16,944 Value ($000) $1,952 Avg Close — Range —
Q3 2024
Shares 76,108 Value ($000) $4,369 Avg Close — Range —
Q2 2024
Shares 16,620 Value ($000) $1,773 Avg Close — Range —
Q1 2024
Shares 16,569 Value ($000) $1,831 Avg Close — Range —
Q2 2023
Shares 17,481 Value ($000) $1,742 Avg Close — Range —
Q1 2023
Shares 16,195 Value ($000) $1,566 Avg Close — Range —
Q4 2022
Shares 16,316 Value ($000) $1,544 Avg Close — Range —
Q3 2022
Shares 16,546 Value ($000) $1,950 Avg Close — Range —