ISHARES TR

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

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 4,242 Value ($000) $544 Avg Close — Range —
Q3 2025
Shares 4,402 Value ($000) $523 Avg Close — Range —
Q2 2025
Shares 4,578 Value ($000) $505 Avg Close — Range —
Q1 2025
Shares 4,180 Value ($000) $437 Avg Close — Range —
Q4 2024
Shares 4,084 Value ($000) $471 Avg Close — Range —
Q3 2024
Shares 4,276 Value ($000) $500 Avg Close — Range —
Q2 2024
Shares 4,261 Value ($000) $454 Avg Close — Range —
Q1 2024
Shares 4,319 Value ($000) $477 Avg Close — Range —
Q4 2023
Shares 4,777 Value ($000) $517 Avg Close — Range —