ISHARES TR

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

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

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

Q4 2025
Shares 3,754 Value ($000) $451 Avg Close — Range —
Q3 2025
Shares 3,833 Value ($000) $455 Avg Close — Range —
Q2 2025
Shares 3,833 Value ($000) $419 Avg Close — Range —
Q1 2025
Shares 5,429 Value ($000) $568 Avg Close — Range —
Q4 2024
Shares 5,429 Value ($000) $626 Avg Close — Range —
Q3 2024
Shares 4,562 Value ($000) $534 Avg Close — Range —
Q2 2024
Shares 4,562 Value ($000) $487 Avg Close — Range —
Q1 2024
Shares 4,562 Value ($000) $504 Avg Close — Range —
Q4 2023
Shares 4,562 Value ($000) $494 Avg Close — Range —
Q3 2023
Shares 4,562 Value ($000) $430 Avg Close — Range —
Q2 2023
Shares 4,603 Value ($000) $459 Avg Close — Range —