ISHARES TR

Ticker: SMAX CUSIP: 46438G588 Class: LARGE CAP MAX BU

JIM SAULNIER & ASSOCIATES, LLC's Holding History (CIK: 0002044420)

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

Q4 2025
Shares 36,141 Value ($000) $974 Avg Close — Range —
Q3 2025
Shares 36,408 Value ($000) $975 Avg Close — Range —
Q2 2025
Shares 36,492 Value ($000) $950 Avg Close — Range —
Q1 2025
Shares 37,208 Value ($000) $932 Avg Close — Range —
Q4 2024
Shares 37,113 Value ($000) $935 Avg Close — Range —