ISHARES TR

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

BIRCH FINANCIAL GROUP, LLC's Holding History (CIK: 0002083592)

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

Q4 2025
Shares 22,752 Value ($000) $2,734 Avg Close — Range —
Q3 2025
Shares 21,857 Value ($000) $2,597 Avg Close — Range —
Q2 2025
Shares 20,883 Value ($000) $2,282 Avg Close — Range —
Q1 2025
Shares 17,335 Value ($000) $1,813 Avg Close — Range —
Q4 2024
Shares 5,802 Value ($000) $669 Avg Close — Range —