ISHARES TR

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

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 48 Value ($000) $8 Avg Close — Range —
Q3 2025
Shares 48 Value ($000) $8 Avg Close — Range —
Q2 2025
Shares 48 Value ($000) $7 Avg Close — Range —
Q4 2024
Shares 39 Value ($000) $6 Avg Close — Range —
Q3 2024
Shares 39 Value ($000) $6 Avg Close — Range —
Q2 2024
Shares 39 Value ($000) $5 Avg Close — Range —
Q1 2024
Shares 39 Value ($000) $6 Avg Close — Range —
Q4 2023
Shares 39 Value ($000) $5 Avg Close — Range —
Q3 2023
Shares 27 Value ($000) $3 Avg Close — Range —
Q2 2023
Shares 45 Value ($000) $6 Avg Close — Range —
Q1 2023
Shares 45 Value ($000) $5 Avg Close — Range —
Q2 2022
Shares 256 Value ($000) $28 Avg Close — Range —
Q1 2020
Shares 289 Value ($000) $21 Avg Close — Range —
Q4 2019
Shares 649 Value ($000) $63 Avg Close — Range —