Kathryn A. Hall’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,700	Closed	-$480K	–	29
2024 Q3	$480K	Hold	7,700	–	–	0.1%	44
2024 Q2	$451K	Hold	7,700	–	–	0.1%	46
2024 Q1	$468K	Hold	7,700	–	–	0.11%	47
2023 Q4	$427K	Hold	7,700	–	–	0.12%	44
2023 Q3	$384K	Hold	7,700	–	–	0.13%	45
2023 Q2	$403K	Hold	7,700	–	–	0.13%	44
2023 Q1	$385K	Hold	7,700	–	–	0.11%	55
2022 Q4	$373K	Hold	7,700	–	–	0.15%	46
2022 Q3	$338K	Hold	7,700	–	–	0.14%	46
2022 Q2	$348K	Hold	7,700	–	–	0.13%	47
2022 Q1	$413K	Hold	7,700	–	–	0.12%	48
2021 Q4	$436K	Hold	7,700	–	–	0.1%	50
2021 Q3	$405K	Hold	7,700	–	–	0.12%	49
2021 Q2	$414K	Hold	7,700	–	–	0.13%	49
2021 Q1	$401K	Hold	7,700	–	–	0.13%	49
2020 Q4	$354K	Sell	7,700 -13,300	-63%	-$611K	0.12%	51
2020 Q3	$778K	Hold	21,000	–	–	0.37%	33
2020 Q2	$747K	Sell	21,000 -15,000	-42%	-$534K	0.43%	28
2020 Q1	$1.04M	Hold	36,000	–	–	0.86%	19
2019 Q4	$1.48M	Hold	36,000	–	–	0.92%	16
2019 Q3	$1.39M	Hold	36,000	–	–	1.13%	16
2019 Q2	$1.4M	Hold	36,000	–	–	1.12%	14
2019 Q1	$1.36M	Buy	+36,000	New	+$1.36M	0.92%	14