ISHARES TR

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

ORG Wealth Partners, LLC's Holding History (CIK: 0002032602)

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

Q4 2025
Shares 11,360 Value ($000) $1,366 Avg Close — Range —
Q3 2025
Shares 11,233 Value ($000) $1,336 Avg Close — Range —
Q2 2025
Shares 10,301 Value ($000) $1,142 Avg Close — Range —
Q1 2025
Shares 10,177 Value ($000) $1,067 Avg Close — Range —
Q4 2024
Shares 4,512 Value ($000) $520 Avg Close — Range —
Q3 2024
Shares 3,967 Value ($000) $464 Avg Close — Range —