ISHARES TR

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

LMG Wealth Partners, LLC's Holding History (CIK: 0001965772)

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

Q4 2025
Shares 2,921 Value ($000) $351 Avg Close — Range —
Q3 2025
Shares 2,901 Value ($000) $345 Avg Close — Range —
Q2 2025
Shares 2,761 Value ($000) $302 Avg Close — Range —
Q1 2025
Shares 2,733 Value ($000) $286 Avg Close — Range —
Q4 2024
Shares 2,635 Value ($000) $304 Avg Close — Range —
Q3 2024
Shares 2,608 Value ($000) $305 Avg Close — Range —
Q2 2024
Shares 2,475 Value ($000) $264 Avg Close — Range —
Q1 2024
Shares 2,234 Value ($000) $247 Avg Close — Range —
Q4 2023
Shares 2,270 Value ($000) $246 Avg Close — Range —
Q3 2023
Shares 2,223 Value ($000) $210 Avg Close — Range —