ISHARES TR

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

Lee-Kelleher Wealth Management's Holding History (CIK: 0002063827)

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

Q4 2025
Shares 16,502 Value ($000) $2,329 Avg Close — Range —
Q3 2025
Shares 16,337 Value ($000) $2,312 Avg Close — Range —
Q2 2025
Shares 17,064 Value ($000) $2,270 Avg Close — Range —
Q1 2025
Shares 17,094 Value ($000) $2,128 Avg Close — Range —
Q4 2024
Shares 17,030 Value ($000) $2,305 Avg Close — Range —