ISHARES TR

Ticker: IXC CUSIP: 464287341 Class: GLOBAL ENERG ETF

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 400 Value ($000) $17 Avg Close — Range —
Q3 2025
Shares 404 Value ($000) $17 Avg Close — Range —
Q2 2025
Shares 404 Value ($000) $16 Avg Close — Range —
Q1 2025
Shares 404 Value ($000) $17 Avg Close — Range —