ISHARES TR

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

OFC FINANCIAL PLANNING, LLC's Holding History (CIK: 0002052590)

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

Q4 2025
Shares 10,549 Value ($000) $1,016 Avg Close — Range —
Q3 2025
Shares 10,849 Value ($000) $1,047 Avg Close — Range —
Q2 2025
Shares 11,691 Value ($000) $1,075 Avg Close — Range —
Q1 2025
Shares 11,691 Value ($000) $995 Avg Close — Range —
Q4 2024
Shares 11,756 Value ($000) $1,039 Avg Close — Range —