ISHARES TR

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

DEFINED WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001849518)

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

Q4 2025
Shares 8,459 Value ($000) $1,017 Avg Close — Range —
Q3 2025
Shares 8,553 Value ($000) $1,016 Avg Close — Range —
Q2 2025
Shares 8,561 Value ($000) $936 Avg Close — Range —
Q1 2025
Shares 11,149 Value ($000) $1,166 Avg Close — Range —
Q4 2024
Shares 10,995 Value ($000) $1,267 Avg Close — Range —
Q3 2024
Shares 11,108 Value ($000) $1,299 Avg Close — Range —
Q2 2024
Shares 10,918 Value ($000) $1,165 Avg Close — Range —
Q1 2024
Shares 15,869 Value ($000) $1,754 Avg Close — Range —
Q4 2023
Shares 15,895 Value ($000) $1,721 Avg Close — Range —
Q3 2023
Shares 14,414 Value ($000) $1,360 Avg Close — Range —
Q2 2023
Shares 14,665 Value ($000) $1,461 Avg Close — Range —
Q1 2023
Shares 29,216 Value ($000) $2,825 Avg Close — Range —
Q4 2022
Shares 23,449 Value ($000) $2,219 Avg Close — Range —
Q3 2022
Shares 29,234 Value ($000) $2,549 Avg Close — Range —
Q2 2022
Shares 35,738 Value ($000) $3,303 Avg Close — Range —
Q1 2022
Shares 37,794 Value ($000) $4,077 Avg Close — Range —
Q4 2021
Shares 28,384 Value ($000) $3,250 Avg Close — Range —
Q3 2021
Shares 26,509 Value ($000) $2,895 Avg Close — Range —
Q2 2021
Shares 37,259 Value ($000) $4,210 Avg Close — Range —
Q1 2021
Shares 34,183 Value ($000) $3,710 Avg Close — Range —
Q4 2020
Shares 19,206 Value ($000) $1,765 Avg Close — Range —