ISHARES TR

Ticker: IXUS CUSIP: 46432F834 Class: CORE MSCI TOTAL

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Holding History (CIK: 0002006637)

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

Q4 2025
Shares 17,072 Value ($000) $1,445 Avg Close — Range —
Q3 2025
Shares 16,098 Value ($000) $1,329 Avg Close — Range —
Q2 2025
Shares 13,483 Value ($000) $1,042 Avg Close — Range —
Q1 2025
Shares 14,413 Value ($000) $1,006 Avg Close — Range —
Q4 2024
Shares 14,856 Value ($000) $983 Avg Close — Range —
Q3 2024
Shares 13,558 Value ($000) $985 Avg Close — Range —
Q2 2024
Shares 12,425 Value ($000) $839 Avg Close — Range —
Q1 2024
Shares 12,539 Value ($000) $851 Avg Close — Range —
Q4 2023
Shares 11,660 Value ($000) $757 Avg Close — Range —
Q3 2023
Shares 10,371 Value ($000) $622 Avg Close — Range —