ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

Annex Advisory Services, LLC's Holding History (CIK: 0001542287)

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

Q4 2025
Shares 6,470 Value ($000) $886 Avg Close — Range —
Q3 2025
Shares 6,467 Value ($000) $921 Avg Close — Range —
Q2 2025
Shares 6,215 Value ($000) $862 Avg Close — Range —
Q1 2025
Shares 3,952 Value ($000) $464 Avg Close — Range —
Q4 2024
Shares 3,952 Value ($000) $501 Avg Close — Range —
Q3 2024
Shares 4,104 Value ($000) $481 Avg Close — Range —
Q2 2024
Shares 3,692 Value ($000) $407 Avg Close — Range —
Q1 2024
Shares 3,540 Value ($000) $404 Avg Close — Range —