ISHARES TR

Ticker: IMCG CUSIP: 464288307 Class: MRGSTR MD CP GRW

Truepoint, Inc.'s Holding History (CIK: 0001427748)

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

Q4 2025
Shares 9,680 Value ($000) $773 Avg Close — Range —
Q3 2025
Shares 9,532 Value ($000) $789 Avg Close — Range —
Q2 2025
Shares 9,515 Value ($000) $763 Avg Close — Range —
Q1 2025
Shares 21,151 Value ($000) $1,511 Avg Close — Range —