ISHARES TR

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

Foundation Wealth Management, LLC\PA's Holding History (CIK: 0002011000)

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

Q4 2025
Shares 18,670 Value ($000) $2,244 Avg Close — Range —
Q3 2025
Shares 21,457 Value ($000) $2,550 Avg Close — Range —
Q2 2025
Shares 23,209 Value ($000) $2,537 Avg Close — Range —
Q1 2025
Shares 24,959 Value ($000) $2,610 Avg Close — Range —
Q4 2024
Shares 25,112 Value ($000) $2,893 Avg Close — Range —