ISHARES TR

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

Vestwell Advisors, LLC's Holding History (CIK: 0002081474)

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

Q4 2025

Shares 93,316 Value ($000) $11,215 Avg Close — Range —

Q3 2025

Shares 55,184 Value ($000) $6,558 Avg Close — Range —

Q2 2025

Shares 87,946 Value ($000) $9,612 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	93,316	$11,215	—	—
Q3 2025	55,184	$6,558	—	—
Q2 2025	87,946	$9,612	—	—