ISHARES TR

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

Optimist Retirement Group LLC's Holding History (CIK: 0002011850)

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

Q4 2025
Shares 1,843 Value ($000) $260 Avg Close — Range —
Q3 2025
Shares 1,838 Value ($000) $260 Avg Close — Range —
Q2 2025
Shares 1,834 Value ($000) $244 Avg Close — Range —
Q1 2025
Shares 1,830 Value ($000) $228 Avg Close — Range —
Q4 2024
Shares 1,826 Value ($000) $247 Avg Close — Range —
Q3 2024
Shares 1,821 Value ($000) $254 Avg Close — Range —
Q2 2024
Shares 1,815 Value ($000) $233 Avg Close — Range —
Q1 2024
Shares 1,810 Value ($000) $237 Avg Close — Range —
Q4 2023
Shares 1,807 Value ($000) $226 Avg Close — Range —