ISHARES TR

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

BALANCED WEALTH GROUP LLC's Holding History (CIK: 0002009783)

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

Q4 2025
Shares 25,531 Value ($000) $3,043 Avg Close — Range —
Q3 2025
Shares 25,532 Value ($000) $2,833 Avg Close — Range —
Q2 2025
Shares 25,528 Value ($000) $2,815 Avg Close — Range —
Q1 2025
Shares 28,045 Value ($000) $2,933 Avg Close — Range —
Q4 2024
Shares 28,495 Value ($000) $3,375 Avg Close — Range —
Q3 2024
Shares 29,405 Value ($000) $3,439 Avg Close — Range —
Q2 2024
Shares 31,466 Value ($000) $3,330 Avg Close — Range —
Q1 2024
Shares 45,798 Value ($000) $5,018 Avg Close — Range —
Q4 2023
Shares 89,540 Value ($000) $9,693 Avg Close — Range —