ISHARES TR

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

BKM Wealth Management, LLC's Holding History (CIK: 0002007263)

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

Q4 2025
Shares 22,727 Value ($000) $3,208 Avg Close — Range —
Q3 2025
Shares 22,530 Value ($000) $3,188 Avg Close — Range —
Q2 2025
Shares 22,702 Value ($000) $3,020 Avg Close — Range —
Q1 2025
Shares 22,768 Value ($000) $2,835 Avg Close — Range —
Q4 2024
Shares 23,106 Value ($000) $3,128 Avg Close — Range —
Q3 2024
Shares 23,343 Value ($000) $3,256 Avg Close — Range —
Q2 2024
Shares 23,509 Value ($000) $3,019 Avg Close — Range —
Q1 2024
Shares 22,858 Value ($000) $2,988 Avg Close — Range —
Q4 2023
Shares 22,810 Value ($000) $2,854 Avg Close — Range —