ISHARES TR

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

Plan Group Financial, LLC's Holding History (CIK: 0001940033)

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

Q4 2025
Shares 59,913 Value ($000) $7,200 Avg Close — Range —
Q3 2025
Shares 70,409 Value ($000) $8,367 Avg Close — Range —
Q2 2025
Shares 86,318 Value ($000) $9,434 Avg Close — Range —
Q1 2025
Shares 97,056 Value ($000) $10,149 Avg Close — Range —
Q4 2024
Shares 69,258 Value ($000) $7,980 Avg Close — Range —
Q3 2024
Shares 68,668 Value ($000) $8,031 Avg Close — Range —
Q2 2024
Shares 72,140 Value ($000) $7,694 Avg Close — Range —
Q1 2024
Shares 60,352 Value ($000) $6,670 Avg Close — Range —
Q4 2023
Shares 51,736 Value ($000) $5,600 Avg Close — Range —
Q3 2023
Shares 36,778 Value ($000) $3,469 Avg Close — Range —
Q2 2023
Shares 19,308 Value ($000) $1,924 Avg Close — Range —