ISHARES TR

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

Convergence Financial, LLC's Holding History (CIK: 0002034001)

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

Q4 2025
Shares 38,802 Value ($000) $4,663 Avg Close — Range —
Q3 2025
Shares 23,554 Value ($000) $2,799 Avg Close — Range —
Q2 2025
Shares 18,865 Value ($000) $2,062 Avg Close — Range —
Q1 2025
Shares 17,661 Value ($000) $1,847 Avg Close — Range —
Q4 2024
Shares 39,639 Value ($000) $4,567 Avg Close — Range —
Q3 2024
Shares 30,634 Value ($000) $3,583 Avg Close — Range —
Q2 2024
Shares 20,829 Value ($000) $2,222 Avg Close — Range —
Q1 2024
Shares 14,812 Value ($000) $1,637 Avg Close — Range —
Q1 2022
Shares 1,947 Value ($000) $210 Avg Close — Range —
Q4 2021
Shares 1,947 Value ($000) $223 Avg Close — Range —