ISHARES TR

Ticker: XJR CUSIP: 46436E544 Class: ESG SELECT SCREE

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 92,153 Value ($000) $3,924 Avg Close — Range —
Q3 2025
Shares 89,414 Value ($000) $3,805 Avg Close — Range —
Q2 2025
Shares 86,570 Value ($000) $3,424 Avg Close — Range —
Q1 2025
Shares 53,409 Value ($000) $2,009 Avg Close — Range —