ISHARES TR

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

Valeo Financial Advisors, LLC's Holding History (CIK: 0001722641)

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

Q4 2025
Shares 7,278 Value ($000) $310 Avg Close — Range —
Q3 2025
Shares 7,264 Value ($000) $309 Avg Close — Range —
Q2 2025
Shares 7,243 Value ($000) $286 Avg Close — Range —
Q1 2025
Shares 7,031 Value ($000) $265 Avg Close — Range —
Q4 2024
Shares 6,843 Value ($000) $281 Avg Close — Range —
Q3 2024
Shares 6,768 Value ($000) $283 Avg Close — Range —