ISHARES TR

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

49 WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002022291)

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

Q4 2025
Shares 1,717 Value ($000) $206 Avg Close — Range —
Q1 2025
Shares 8,393 Value ($000) $878 Avg Close — Range —
Q4 2024
Shares 7,518 Value ($000) $866 Avg Close — Range —
Q3 2024
Shares 8,418 Value ($000) $985 Avg Close — Range —
Q2 2024
Shares 8,420 Value ($000) $891 Avg Close — Range —
Q1 2024
Shares 10,879 Value ($000) $1,190 Avg Close — Range —
Q4 2023
Shares 11,437 Value ($000) $1,238 Avg Close — Range —