ISHARES TR

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

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 3,000 Value ($000) $128 Avg Close — Range —
Q3 2025
Shares 3,000 Value ($000) $128 Avg Close — Range —
Q2 2025
Shares 2,000 Value ($000) $79 Avg Close — Range —
Q1 2025
Shares 3,204 Value ($000) $121 Avg Close — Range —
Q4 2024
Shares 3,204 Value ($000) $132 Avg Close — Range —
Q3 2024
Shares 2,704 Value ($000) $113 Avg Close — Range —
Q2 2024
Shares 2,704 Value ($000) $102 Avg Close — Range —
Q1 2024
Shares 2,704 Value ($000) $106 Avg Close — Range —
Q4 2023
Shares 1,500 Value ($000) $57 Avg Close — Range —