ISHARES TR

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

Level Wealth Management LLC's Holding History (CIK: 0002036775)

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

Q4 2025
Shares 2,942 Value ($000) $354 Avg Close — Range —
Q3 2025
Shares 2,956 Value ($000) $351 Avg Close — Range —
Q2 2025
Shares 3,672 Value ($000) $401 Avg Close — Range —
Q1 2025
Shares 1,983 Value ($000) $207 Avg Close — Range —
Q4 2024
Shares 1,979 Value ($000) $228 Avg Close — Range —