ISHARES TR

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

WEALTH EFFECTS LLC's Holding History (CIK: 0001907254)

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

Q4 2025
Shares 6,181 Value ($000) $743 Avg Close — Range —
Q3 2025
Shares 5,981 Value ($000) $711 Avg Close — Range —
Q2 2025
Shares 6,232 Value ($000) $681 Avg Close — Range —
Q1 2025
Shares 6,896 Value ($000) $721 Avg Close — Range —
Q4 2024
Shares 6,967 Value ($000) $803 Avg Close — Range —
Q3 2024
Shares 6,648 Value ($000) $778 Avg Close — Range —
Q2 2024
Shares 6,348 Value ($000) $677 Avg Close — Range —
Q1 2024
Shares 6,969 Value ($000) $770 Avg Close — Range —
Q4 2023
Shares 8,275 Value ($000) $896 Avg Close — Range —
Q3 2023
Shares 6,746 Value ($000) $636 Avg Close — Range —
Q2 2023
Shares 6,746 Value ($000) $672 Avg Close — Range —
Q1 2023
Shares 6,758 Value ($000) $653 Avg Close — Range —
Q4 2022
Shares 7,556 Value ($000) $715 Avg Close — Range —