ISHARES TR

Ticker: SIZE CUSIP: 46432F370 Class: MSCI USA SZE FT

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

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

Q4 2025
Shares 26,809 Value ($000) $4,332 Avg Close — Range —
Q3 2025
Shares 17,360 Value ($000) $2,775 Avg Close — Range —
Q2 2025
Shares 10,725 Value ($000) $1,647 Avg Close — Range —
Q1 2025
Shares 3,920 Value ($000) $567 Avg Close — Range —
Q4 2024
Shares 115 Value ($000) $17 Avg Close — Range —
Q3 2024
Shares 115 Value ($000) $17 Avg Close — Range —