ISHARES TR

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

Lakeshore Financial Planning, Inc.'s Holding History (CIK: 0002000571)

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

Q4 2025
Shares 37,832 Value ($000) $4,547 Avg Close — Range —
Q3 2025
Shares 37,474 Value ($000) $4,453 Avg Close — Range —
Q2 2025
Shares 36,078 Value ($000) $3,943 Avg Close — Range —
Q1 2025
Shares 35,896 Value ($000) $3,754 Avg Close — Range —
Q4 2024
Shares 39,243 Value ($000) $4,522 Avg Close — Range —
Q3 2024
Shares 38,258 Value ($000) $4,475 Avg Close — Range —
Q2 2024
Shares 32,034 Value ($000) $3,417 Avg Close — Range —
Q1 2024
Shares 32,030 Value ($000) $3,540 Avg Close — Range —
Q4 2023
Shares 32,405 Value ($000) $3,508 Avg Close — Range —
Q3 2023
Shares 42,574 Value ($000) $4,016 Avg Close — Range —