ISHARES U S ETF TR

Ticker: NEAR CUSIP: 46431W507 Class: BLACKROCK ST MAT

Joel Adams & Associates, Inc.'s Holding History (CIK: 0002020459)

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

Q4 2025
Shares 26,202 Value ($000) $1,339 Avg Close — Range —
Q3 2025
Shares 25,272 Value ($000) $1,296 Avg Close — Range —
Q2 2025
Shares 25,740 Value ($000) $1,315 Avg Close — Range —
Q1 2025
Shares 24,767 Value ($000) $1,260 Avg Close — Range —
Q4 2024
Shares 16,159 Value ($000) $816 Avg Close — Range —