ISHARES TR

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

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

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

Q4 2025
Shares 4,735 Value ($000) $569 Avg Close — Range —
Q3 2025
Shares 4,844 Value ($000) $576 Avg Close — Range —
Q2 2025
Shares 5,032 Value ($000) $550 Avg Close — Range —
Q1 2025
Shares 4,703 Value ($000) $492 Avg Close — Range —
Q4 2024
Shares 3,088 Value ($000) $356 Avg Close — Range —
Q3 2024
Shares 2,569 Value ($000) $299 Avg Close — Range —
Q2 2024
Shares 2,620 Value ($000) $279 Avg Close — Range —
Q1 2024
Shares 2,656 Value ($000) $294 Avg Close — Range —
Q4 2023
Shares 3,400 Value ($000) $368 Avg Close — Range —
Q3 2023
Shares 4,273 Value ($000) $403 Avg Close — Range —
Q2 2023
Shares 3,423 Value ($000) $341 Avg Close — Range —
Q1 2023
Shares 3,445 Value ($000) $333 Avg Close — Range —
Q4 2022
Shares 3,514 Value ($000) $333 Avg Close — Range —
Q3 2022
Shares 3,828 Value ($000) $343 Avg Close — Range —
Q2 2022
Shares 5,369 Value ($000) $496 Avg Close — Range —
Q1 2022
Shares 3,846 Value ($000) $419 Avg Close — Range —
Q4 2021
Shares 4,129 Value ($000) $478 Avg Close — Range —