ISHARES TR

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

Marshall & Sterling Wealth Advisors Inc.'s Holding History (CIK: 0002056315)

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

Q4 2025
Shares 514 Value ($000) $62 Avg Close — Range —
Q3 2025
Shares 839 Value ($000) $100 Avg Close — Range —
Q2 2025
Shares 1,031 Value ($000) $112 Avg Close — Range —
Q1 2025
Shares 19,744 Value ($000) $2,064 Avg Close — Range —
Q4 2024
Shares 24,307 Value ($000) $2,801 Avg Close — Range —