ISHARES TR

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

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 5,224 Value ($000) $628 Avg Close — Range —
Q3 2025
Shares 4,432 Value ($000) $527 Avg Close — Range —
Q2 2025
Shares 3,955 Value ($000) $432 Avg Close — Range —
Q1 2025
Shares 4,402 Value ($000) $460 Avg Close — Range —
Q4 2024
Shares 8,486 Value ($000) $978 Avg Close — Range —
Q3 2024
Shares 21,726 Value ($000) $2,541 Avg Close — Range —
Q2 2024
Shares 30,461 Value ($000) $3,249 Avg Close — Range —
Q1 2024
Shares 25,095 Value ($000) $2,773 Avg Close — Range —