ISHARES TR

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

Strategies Wealth Advisors, LLC's Holding History (CIK: 0001976435)

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

Q4 2025
Shares 4,458 Value ($000) $536 Avg Close — Range —
Q3 2025
Shares 4,812 Value ($000) $572 Avg Close — Range —
Q2 2025
Shares 7,035 Value ($000) $769 Avg Close — Range —
Q1 2025
Shares 8,333 Value ($000) $871 Avg Close — Range —
Q4 2024
Shares 8,579 Value ($000) $1,006 Avg Close — Range —
Q3 2024
Shares 7,917 Value ($000) $926 Avg Close — Range —
Q2 2024
Shares 8,318 Value ($000) $887 Avg Close — Range —
Q1 2024
Shares 8,236 Value ($000) $910 Avg Close — Range —
Q4 2023
Shares 10,642 Value ($000) $1,152 Avg Close — Range —
Q3 2023
Shares 11,218 Value ($000) $1,058 Avg Close — Range —
Q2 2023
Shares 11,410 Value ($000) $1,137 Avg Close — Range —
Q1 2023
Shares 14,365 Value ($000) $1,389 Avg Close — Range —
Q4 2022
Shares 14,579 Value ($000) $1,380 Avg Close — Range —
Q2 2022
Shares 11,337 Value ($000) $1,048 Avg Close — Range —
Q1 2022
Shares 9,491 Value ($000) $1,024 Avg Close — Range —
Q4 2021
Shares 9,538 Value ($000) $1,092 Avg Close — Range —