ISHARES TR

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

Trademark Financial Management, LLC's Holding History (CIK: 0002011736)

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

Q4 2025
Shares 3,171 Value ($000) $381 Avg Close — Range —
Q3 2025
Shares 3,230 Value ($000) $384 Avg Close — Range —
Q2 2025
Shares 3,221 Value ($000) $352 Avg Close — Range —
Q1 2025
Shares 3,207 Value ($000) $335 Avg Close — Range —
Q4 2024
Shares 4,134 Value ($000) $476 Avg Close — Range —
Q3 2024
Shares 4,430 Value ($000) $518 Avg Close — Range —
Q2 2024
Shares 4,532 Value ($000) $483 Avg Close — Range —
Q1 2024
Shares 5,645 Value ($000) $624 Avg Close — Range —
Q4 2023
Shares 6,391 Value ($000) $692 Avg Close — Range —