ISHARES TR

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

KFG WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001919344)

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

Q4 2025
Shares 1,985 Value ($000) $239 Avg Close — Range —
Q3 2025
Shares 2,004 Value ($000) $238 Avg Close — Range —
Q1 2025
Shares 3,402 Value ($000) $356 Avg Close — Range —
Q4 2024
Shares 3,268 Value ($000) $377 Avg Close — Range —
Q3 2024
Shares 30,423 Value ($000) $3,558 Avg Close — Range —
Q2 2024
Shares 2,986 Value ($000) $318 Avg Close — Range —
Q1 2024
Shares 2,823 Value ($000) $312 Avg Close — Range —
Q4 2023
Shares 3,800 Value ($000) $411 Avg Close — Range —
Q3 2023
Shares 3,646 Value ($000) $344 Avg Close — Range —
Q2 2023
Shares 2,880 Value ($000) $287 Avg Close — Range —
Q1 2023
Shares 2,405 Value ($000) $231 Avg Close — Range —