ISHARES TR

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

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 7,696 Value ($000) $925 Avg Close — Range —
Q3 2025
Shares 7,342 Value ($000) $873 Avg Close — Range —
Q2 2025
Shares 6,992 Value ($000) $764 Avg Close — Range —
Q1 2025
Shares 6,959 Value ($000) $728 Avg Close — Range —