ISHARES TR

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

Fiduciary Wealth Partners, LLC's Holding History (CIK: 0001666504)

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

Q4 2025
Shares 20,822 Value ($000) $4,380 Avg Close — Range —
Q3 2025
Shares 20,822 Value ($000) $4,239 Avg Close — Range —
Q2 2025
Shares 25,546 Value ($000) $4,962 Avg Close — Range —