ISHARES TR

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

Sonoma Private Wealth LLC's Holding History (CIK: 0001965757)

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

Q4 2024
Shares 6,423 Value ($000) $740 Avg Close — Range —
Q3 2024
Shares 4,769 Value ($000) $558 Avg Close — Range —
Q2 2024
Shares 2,395 Value ($000) $255 Avg Close — Range —
Q1 2024
Shares 2,395 Value ($000) $265 Avg Close — Range —
Q4 2023
Shares 2,309 Value ($000) $250 Avg Close — Range —
Q1 2023
Shares 4,173 Value ($000) $404 Avg Close — Range —