ISHARES TR

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

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 31,369 Value ($000) $3,770 Avg Close — Range —
Q3 2025
Shares 31,812 Value ($000) $3,780 Avg Close — Range —
Q2 2025
Shares 31,524 Value ($000) $3,445 Avg Close — Range —
Q1 2025
Shares 31,850 Value ($000) $3,331 Avg Close — Range —
Q4 2024
Shares 34,458 Value ($000) $3,970 Avg Close — Range —
Q3 2024
Shares 23,062 Value ($000) $2,697 Avg Close — Range —
Q2 2024
Shares 22,906 Value ($000) $2,443 Avg Close — Range —
Q1 2024
Shares 22,917 Value ($000) $2,533 Avg Close — Range —
Q4 2023
Shares 23,271 Value ($000) $2,519 Avg Close — Range —
Q3 2023
Shares 21,451 Value ($000) $2,023 Avg Close — Range —
Q2 2023
Shares 20,236 Value ($000) $2,017 Avg Close — Range —
Q1 2023
Shares 17,197 Value ($000) $1,663 Avg Close — Range —
Q4 2022
Shares 16,670 Value ($000) $1,578 Avg Close — Range —