ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

My Personal CFO, LLC's Holding History (CIK: 0001916366)

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

Q4 2025
Shares 5,725 Value ($000) $551 Avg Close — Range —
Q2 2025
Shares 5,718 Value ($000) $526 Avg Close — Range —
Q1 2025
Shares 5,715 Value ($000) $486 Avg Close — Range —
Q4 2024
Shares 5,712 Value ($000) $505 Avg Close — Range —
Q3 2024
Shares 5,708 Value ($000) $503 Avg Close — Range —
Q2 2024
Shares 7,189 Value ($000) $583 Avg Close — Range —
Q1 2024
Shares 7,187 Value ($000) $604 Avg Close — Range —
Q4 2023
Shares 7,185 Value ($000) $558 Avg Close — Range —
Q3 2023
Shares 7,182 Value ($000) $497 Avg Close — Range —
Q2 2023
Shares 7,182 Value ($000) $524 Avg Close — Range —
Q1 2023
Shares 15,211 Value ($000) $1,064 Avg Close — Range —
Q4 2022
Shares 6,308 Value ($000) $692 Avg Close — Range —
Q3 2022
Shares 3,305 Value ($000) $457 Avg Close — Range —
Q2 2022
Shares 4,177 Value ($000) $270 Avg Close — Range —
Q1 2022
Shares 4,176 Value ($000) $326 Avg Close — Range —
Q4 2021
Shares 3,990 Value ($000) $331 Avg Close — Range —