ISHARES TR

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

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 7,939 Value ($000) $764 Avg Close — Range —
Q3 2025
Shares 6,825 Value ($000) $659 Avg Close — Range —
Q2 2025
Shares 6,702 Value ($000) $616 Avg Close — Range —