ISHARES TR

Ticker: IHE CUSIP: 464288836 Class: ETF-EQUITY

JONES FINANCIAL COMPANIES LLLP's Holding History (CIK: 0000815917)

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

Q4 2025
Shares 14,693 Value ($000) $1,246 Avg Close — Range —
Q3 2025
Shares 19,377 Value ($000) $1,361 Avg Close — Range —
Q2 2025
Shares 27,741 Value ($000) $1,818 Avg Close — Range —
Q1 2025
Shares 29,712 Value ($000) $2,037 Avg Close — Range —
Q4 2024
Shares 30,913 Value ($000) $2,032 Avg Close — Range —
Q3 2024
Shares 17,704 Value ($000) $1,241 Avg Close — Range —
Q2 2024
Shares 9,370 Value ($000) $621 Avg Close — Range —
Q1 2024
Shares 2,399 Value ($000) $163 Avg Close — Range —
Q4 2023
Shares 50 Value ($000) $9 Avg Close — Range —