ISHARES TR

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

Caliber Wealth Management, LLC / KS's Holding History (CIK: 0002067120)

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

Q4 2025
Shares 153,132 Value ($000) $18,403 Avg Close — Range —
Q3 2025
Shares 156,250 Value ($000) $18,567 Avg Close — Range —
Q2 2025
Shares 159,520 Value ($000) $17,434 Avg Close — Range —
Q1 2025
Shares 47,518 Value ($000) $4,969 Avg Close — Range —