ISHARES TR

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

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 10,112 Value ($000) $1,215 Avg Close — Range —
Q3 2025
Shares 10,041 Value ($000) $1,193 Avg Close — Range —
Q2 2025
Shares 9,884 Value ($000) $1,080 Avg Close — Range —
Q1 2025
Shares 9,591 Value ($000) $1,003 Avg Close — Range —
Q4 2024
Shares 9,582 Value ($000) $1,104 Avg Close — Range —
Q3 2024
Shares 8,858 Value ($000) $1,036 Avg Close — Range —
Q2 2024
Shares 8,875 Value ($000) $947 Avg Close — Range —
Q1 2024
Shares 8,808 Value ($000) $974 Avg Close — Range —
Q4 2023
Shares 8,806 Value ($000) $953 Avg Close — Range —
Q3 2023
Shares 9,109 Value ($000) $859 Avg Close — Range —
Q2 2023
Shares 9,015 Value ($000) $898 Avg Close — Range —
Q1 2023
Shares 9,086 Value ($000) $879 Avg Close — Range —
Q4 2022
Shares 9,034 Value ($000) $855 Avg Close — Range —
Q3 2022
Shares 9,030 Value ($000) $787 Avg Close — Range —
Q2 2022
Shares 8,660 Value ($000) $800 Avg Close — Range —
Q1 2022
Shares 8,808 Value ($000) $950 Avg Close — Range —
Q4 2021
Shares 8,801 Value ($000) $1,008 Avg Close — Range —
Q3 2021
Shares 8,532 Value ($000) $932 Avg Close — Range —
Q2 2021
Shares 8,391 Value ($000) $948 Avg Close — Range —
Q1 2021
Shares 8,432 Value ($000) $915 Avg Close — Range —
Q4 2020
Shares 7,502 Value ($000) $689 Avg Close — Range —