ISHARES TR

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

Wingate Wealth Advisors, Inc.'s Holding History (CIK: 0002041800)

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

Q3 2025
Shares 3,143 Value ($000) $374 Avg Close — Range —
Q2 2025
Shares 3,101 Value ($000) $339 Avg Close — Range —
Q1 2025
Shares 4,035 Value ($000) $422 Avg Close — Range —
Q4 2024
Shares 5,228 Value ($000) $602 Avg Close — Range —