ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

BIRCH FINANCIAL GROUP, LLC's Holding History (CIK: 0002083592)

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

Q4 2025
Shares 12,584 Value ($000) $976 Avg Close — Range —
Q3 2025
Shares 11,659 Value ($000) $894 Avg Close — Range —
Q2 2025
Shares 11,333 Value ($000) $824 Avg Close — Range —
Q1 2025
Shares 10,927 Value ($000) $694 Avg Close — Range —
Q4 2024
Shares 3,681 Value ($000) $224 Avg Close — Range —