ISHARES TR

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

Lee-Kelleher Wealth Management's Holding History (CIK: 0002063827)

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

Q4 2025
Shares 38,911 Value ($000) $4,676 Avg Close — Range —
Q3 2025
Shares 37,993 Value ($000) $4,515 Avg Close — Range —
Q2 2025
Shares 36,166 Value ($000) $3,953 Avg Close — Range —
Q1 2025
Shares 34,166 Value ($000) $3,573 Avg Close — Range —
Q4 2024
Shares 33,278 Value ($000) $3,834 Avg Close — Range —