ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

LWM ADVISORS INC's Holding History (CIK: 0002067328)

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

Q4 2025
Shares 29,153 Value ($000) $2,803 Avg Close — Range —
Q3 2025
Shares 28,932 Value ($000) $2,791 Avg Close — Range —
Q2 2025
Shares 28,125 Value ($000) $2,694 Avg Close — Range —
Q1 2025
Shares 27,714 Value ($000) $2,615 Avg Close — Range —
Q4 2024
Shares 28,757 Value ($000) $2,659 Avg Close — Range —