ISHARES TR

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

Next Level Wealth Planning, LLC's Holding History (CIK: 0002044208)

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

Q4 2025
Shares 97,206 Value ($000) $11,682 Avg Close — Range —
Q3 2025
Shares 94,659 Value ($000) $11,248 Avg Close — Range —
Q2 2025
Shares 88,662 Value ($000) $9,690 Avg Close — Range —
Q1 2025
Shares 78,375 Value ($000) $8,196 Avg Close — Range —
Q4 2024
Shares 75,103 Value ($000) $8,653 Avg Close — Range —