ISHARES TR

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

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 7,273 Value ($000) $946 Avg Close — Range —
Q3 2025
Shares 2,195 Value ($000) $263 Avg Close — Range —
Q2 2025
Shares 2,190 Value ($000) $245 Avg Close — Range —
Q4 2024
Shares 2,023 Value ($000) $229 Avg Close — Range —
Q3 2024
Shares 2,027 Value ($000) $241 Avg Close — Range —
Q2 2024
Shares 2,011 Value ($000) $215 Avg Close — Range —
Q1 2024
Shares 1,954 Value ($000) $201 Avg Close — Range —