ISHARES TR

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

Abound Wealth Management's Holding History (CIK: 0001950323)

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

Q4 2025
Shares 444,527 Value ($000) $53,423 Avg Close — Range —
Q3 2025
Shares 408,195 Value ($000) $48,506 Avg Close — Range —
Q2 2025
Shares 387,319 Value ($000) $42,330 Avg Close — Range —
Q1 2025
Shares 374,191 Value ($000) $39,129 Avg Close — Range —
Q4 2024
Shares 350,813 Value ($000) $40,421 Avg Close — Range —
Q3 2024
Shares 333,749 Value ($000) $39,035 Avg Close — Range —
Q2 2024
Shares 316,501 Value ($000) $33,758 Avg Close — Range —
Q1 2024
Shares 296,856 Value ($000) $32,809 Avg Close — Range —
Q4 2023
Shares 280,745 Value ($000) $30,391 Avg Close — Range —
Q3 2023
Shares 241,533 Value ($000) $22,784 Avg Close — Range —
Q2 2023
Shares 235,004 Value ($000) $23,418 Avg Close — Range —
Q1 2023
Shares 207,591 Value ($000) $20,074 Avg Close — Range —
Q4 2022
Shares 192,723 Value ($000) $18,239 Avg Close — Range —
Q3 2022
Shares 180,053 Value ($000) $15,699 Avg Close — Range —
Q2 2022
Shares 173,588 Value ($000) $16,041 Avg Close — Range —
Q1 2022
Shares 170,713 Value ($000) $18,417 Avg Close — Range —
Q4 2021
Shares 163,400 Value ($000) $18,711 Avg Close — Range —