ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

Ground Swell Capital, LLC's Holding History (CIK: 0001534450)

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

Q4 2025
Shares 1,411 Value ($000) $297 Avg Close — Range —
Q3 2025
Shares 2,925 Value ($000) $596 Avg Close — Range —