ISHARES TR

Ticker: IJS CUSIP: 464287879 Class: SP SMCP600VL ETF

Sequent Planning LLC's Holding History (CIK: 0002009724)

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

Q4 2025
Shares 16,068 Value ($000) $1,827 Avg Close — Range —
Q3 2025
Shares 15,014 Value ($000) $1,660 Avg Close — Range —
Q2 2025
Shares 43,706 Value ($000) $4,348 Avg Close — Range —
Q1 2025
Shares 40,215 Value ($000) $3,920 Avg Close — Range —
Q4 2024
Shares 36,777 Value ($000) $3,994 Avg Close — Range —
Q3 2024
Shares 40,662 Value ($000) $4,378 Avg Close — Range —
Q2 2024
Shares 44,276 Value ($000) $4,261 Avg Close — Range —
Q1 2024
Shares 41,475 Value ($000) $4,262 Avg Close — Range —