ISHARES TR

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

Marshall Financial Group LLC's Holding History (CIK: 0001841496)

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

Q4 2025
Shares 5,223 Value ($000) $628 Avg Close — Range —
Q3 2025
Shares 5,983 Value ($000) $711 Avg Close — Range —
Q2 2025
Shares 6,479 Value ($000) $720 Avg Close — Range —
Q1 2025
Shares 6,991 Value ($000) $731 Avg Close — Range —
Q4 2024
Shares 7,322 Value ($000) $844 Avg Close — Range —
Q3 2024
Shares 7,510 Value ($000) $878 Avg Close — Range —