ISHARES TR

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

KW WEALTH MANAGEMENT LLC's Holding History (CIK: 0002078696)

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

Q4 2025
Shares 5,061 Value ($000) $608 Avg Close — Range —
Q3 2025
Shares 5,101 Value ($000) $606 Avg Close — Range —