ISHARES TR

Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 4,789 Value ($000) $676 Avg Close — Range —
Q3 2025
Shares 4,790 Value ($000) $678 Avg Close — Range —
Q2 2025
Shares 5,157 Value ($000) $686 Avg Close — Range —
Q1 2025
Shares 26,118 Value ($000) $3,252 Avg Close — Range —
Q4 2024
Shares 23,333 Value ($000) $3,159 Avg Close — Range —
Q3 2024
Shares 22,436 Value ($000) $3,130 Avg Close — Range —
Q2 2024
Shares 16,456 Value ($000) $2,113 Avg Close — Range —
Q1 2024
Shares 9,321 Value ($000) $1,218 Avg Close — Range —
Q4 2023
Shares 8,690 Value ($000) $1,088 Avg Close — Range —
Q3 2023
Shares 3,437 Value ($000) $377 Avg Close — Range —
Q2 2023
Shares 3,669 Value ($000) $422 Avg Close — Range —
Q1 2023
Shares 4,159 Value ($000) $457 Avg Close — Range —
Q4 2022
Shares 4,448 Value ($000) $481 Avg Close — Range —
Q3 2022
Shares 4,448 Value ($000) $452 Avg Close — Range —
Q2 2022
Shares 3,756 Value ($000) $396 Avg Close — Range —
Q1 2022
Shares 3,975 Value ($000) $497 Avg Close — Range —
Q4 2021
Shares 4,444 Value ($000) $617 Avg Close — Range —
Q3 2021
Shares 5,770 Value ($000) $750 Avg Close — Range —
Q2 2021
Shares 5,770 Value ($000) $765 Avg Close — Range —
Q1 2021
Shares 5,770 Value ($000) $740 Avg Close — Range —
Q4 2020
Shares 5,742 Value ($000) $656 Avg Close — Range —
Q2 2020
Shares 242 Value ($000) $41 Avg Close — Range —