ISHARES TR

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

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q4 2025
Shares 34 Value ($000) $4 Avg Close — Range —
Q1 2023
Shares 240 Value ($000) $23 Avg Close — Range —
Q4 2022
Shares 240 Value ($000) $23 Avg Close — Range —