ISHARES TR

Ticker: MAXJ CUSIP: 46438G612 Class: LARGE CAP MAX BU

OneDigital Investment Advisors LLC's Holding History (CIK: 0001690370)

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

Q4 2025
Shares 19,095 Value ($000) $538 Avg Close — Range —
Q3 2025
Shares 20,094 Value ($000) $564 Avg Close — Range —
Q2 2025
Shares 174,955 Value ($000) $4,813 Avg Close — Range —
Q1 2025
Shares 78,585 Value ($000) $2,027 Avg Close — Range —
Q4 2024
Shares 84,044 Value ($000) $2,197 Avg Close — Range —
Q3 2024
Shares 83,244 Value ($000) $2,164 Avg Close — Range —