ISHARES TR

Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH

Philip James Wealth Mangement, LLC's Holding History (CIK: 0002002630)

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

Q4 2025
Shares 189,191 Value ($000) $13,134 Avg Close — Range —
Q3 2025
Shares 189,246 Value ($000) $12,884 Avg Close — Range —
Q2 2025
Shares 206,586 Value ($000) $13,209 Avg Close — Range —
Q1 2025
Shares 204,082 Value ($000) $12,608 Avg Close — Range —
Q4 2024
Shares 205,155 Value ($000) $12,584 Avg Close — Range —
Q3 2024
Shares 201,588 Value ($000) $12,638 Avg Close — Range —
Q2 2024
Shares 196,468 Value ($000) $11,319 Avg Close — Range —
Q1 2024
Shares 182,375 Value ($000) $10,589 Avg Close — Range —
Q4 2023
Shares 172,629 Value ($000) $9,291 Avg Close — Range —