ISHARES TR

Ticker: IJS CUSIP: 464287879 Class: SP SMCP600VL ETF

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 3,323 Value ($000) $378 Avg Close — Range —
Q3 2025
Shares 3,323 Value ($000) $367 Avg Close — Range —
Q2 2025
Shares 3,257 Value ($000) $324 Avg Close — Range —
Q1 2025
Shares 3,301 Value ($000) $322 Avg Close — Range —
Q4 2024
Shares 3,301 Value ($000) $358 Avg Close — Range —
Q3 2024
Shares 3,515 Value ($000) $378 Avg Close — Range —
Q2 2024
Shares 3,693 Value ($000) $359 Avg Close — Range —
Q1 2024
Shares 4,082 Value ($000) $419 Avg Close — Range —
Q4 2023
Shares 4,352 Value ($000) $449 Avg Close — Range —
Q3 2023
Shares 4,102 Value ($000) $366 Avg Close — Range —
Q2 2023
Shares 4,381 Value ($000) $417 Avg Close — Range —
Q1 2023
Shares 4,484 Value ($000) $420 Avg Close — Range —
Q4 2022
Shares 4,508 Value ($000) $412 Avg Close — Range —
Q3 2022
Shares 4,508 Value ($000) $372 Avg Close — Range —
Q2 2022
Shares 4,508 Value ($000) $401 Avg Close — Range —
Q1 2022
Shares 4,694 Value ($000) $481 Avg Close — Range —
Q4 2021
Shares 4,705 Value ($000) $492 Avg Close — Range —
Q3 2021
Shares 4,834 Value ($000) $487 Avg Close — Range —
Q2 2021
Shares 4,834 Value ($000) $510 Avg Close — Range —
Q1 2021
Shares 5,116 Value ($000) $515 Avg Close — Range —
Q4 2020
Shares 5,615 Value ($000) $457 Avg Close — Range —