ISHARES TR

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

Partnership Wealth Management, LLC's Holding History (CIK: 0002010656)

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

Q4 2025
Shares 73,164 Value ($000) $8,793 Avg Close — Range —
Q3 2025
Shares 72,777 Value ($000) $8,648 Avg Close — Range —
Q2 2025
Shares 72,076 Value ($000) $7,877 Avg Close — Range —
Q1 2025
Shares 80,909 Value ($000) $8,461 Avg Close — Range —
Q4 2024
Shares 80,338 Value ($000) $9,257 Avg Close — Range —
Q3 2024
Shares 68,795 Value ($000) $8,046 Avg Close — Range —
Q2 2024
Shares 29,396 Value ($000) $3,135 Avg Close — Range —
Q1 2024
Shares 33,702 Value ($000) $3,725 Avg Close — Range —
Q4 2023
Shares 32,786 Value ($000) $3,410 Avg Close — Range —