ISHARES TR

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

Kapstone Financial Advisors LLC's Holding History (CIK: 0001966087)

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

Q4 2025
Shares 1,904 Value ($000) $229 Avg Close — Range —
Q3 2025
Shares 1,825 Value ($000) $217 Avg Close — Range —
Q2 2025
Shares 2,085 Value ($000) $228 Avg Close — Range —
Q1 2025
Shares 2,085 Value ($000) $218 Avg Close — Range —
Q4 2024
Shares 2,085 Value ($000) $247 Avg Close — Range —
Q3 2024
Shares 2,085 Value ($000) $243 Avg Close — Range —
Q2 2024
Shares 2,093 Value ($000) $223 Avg Close — Range —
Q1 2024
Shares 2,093 Value ($000) $231 Avg Close — Range —
Q4 2023
Shares 2,093 Value ($000) $222 Avg Close — Range —
Q2 2023
Shares 2,093 Value ($000) $219 Avg Close — Range —
Q1 2023
Shares 2,105 Value ($000) $202 Avg Close — Range —
Q4 2022
Shares 2,105 Value ($000) $227 Avg Close — Range —