ISHARES TR

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

Falcon Wealth Planning's Holding History (CIK: 0001839850)

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

Q4 2025
Shares 1,944 Value ($000) $234 Avg Close — Range —
Q3 2025
Shares 1,747 Value ($000) $208 Avg Close — Range —
Q4 2024
Shares 1,766 Value ($000) $203 Avg Close — Range —