ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

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

Q4 2025
Shares 3,551 Value ($000) $275 Avg Close — Range —
Q3 2025
Shares 3,304 Value ($000) $253 Avg Close — Range —
Q2 2025
Shares 3,174 Value ($000) $231 Avg Close — Range —
Q4 2024
Shares 5,024 Value ($000) $305 Avg Close — Range —