ISHARES TR

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

Evergreen Private Wealth LLC's Holding History (CIK: 0002010098)

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

Q4 2025
Shares 2,154 Value ($000) $304 Avg Close — Range —
Q3 2025
Shares 2,025 Value ($000) $287 Avg Close — Range —
Q2 2025
Shares 1,895 Value ($000) $252 Avg Close — Range —
Q1 2025
Shares 1,989 Value ($000) $248 Avg Close — Range —
Q4 2024
Shares 2,071 Value ($000) $280 Avg Close — Range —
Q3 2024
Shares 2,026 Value ($000) $283 Avg Close — Range —
Q2 2024
Shares 1,921 Value ($000) $247 Avg Close — Range —
Q1 2024
Shares 2,392 Value ($000) $313 Avg Close — Range —
Q4 2023
Shares 2,810 Value ($000) $352 Avg Close — Range —