ISHARES TR

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

Lifelong Wealth Advisors, Inc.'s Holding History (CIK: 0002051717)

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

Q4 2025
Shares 11,532 Value ($000) $1,579 Avg Close — Range —
Q3 2025
Shares 11,737 Value ($000) $1,671 Avg Close — Range —
Q2 2025
Shares 11,851 Value ($000) $1,643 Avg Close — Range —
Q1 2025
Shares 12,911 Value ($000) $1,517 Avg Close — Range —
Q4 2024
Shares 13,573 Value ($000) $1,720 Avg Close — Range —