ISHARES TR

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

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

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

Q4 2025
Shares 1,770 Value ($000) $75 Avg Close Range
Q3 2025
Shares 1,770 Value ($000) $75 Avg Close Range
Q2 2025
Shares 2,125 Value ($000) $84 Avg Close Range
Q1 2025
Shares 2,125 Value ($000) $80 Avg Close Range
Q4 2024
Shares 2,125 Value ($000) $87 Avg Close Range
Q3 2024
Shares 2,125 Value ($000) $89 Avg Close Range
Q2 2024
Shares 2,125 Value ($000) $80 Avg Close Range