ISHARES TR

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

North Berkeley Wealth Management, LLC's Holding History (CIK: 0002062383)

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

Q4 2025
Shares 63,509 Value ($000) $7,633 Avg Close — Range —
Q3 2025
Shares 61,209 Value ($000) $7,273 Avg Close — Range —
Q2 2025
Shares 16,434 Value ($000) $1,796 Avg Close — Range —
Q1 2025
Shares 13,136 Value ($000) $1,374 Avg Close — Range —
Q4 2024
Shares 12,440 Value ($000) $1,433 Avg Close — Range —