ISHARES TR

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

United Financial Planning Group LLC's Holding History (CIK: 0002088337)

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

Q4 2025
Shares 56,717 Value ($000) $6,816 Avg Close — Range —
Q3 2025
Shares 55,480 Value ($000) $6,593 Avg Close — Range —