ISHARES TR

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

Kelman-Lazarov, Inc.'s Holding History (CIK: 0001672067)

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

Q4 2025
Shares 4,050 Value ($000) $852 Avg Close — Range —
Q3 2025
Shares 4,049 Value ($000) $824 Avg Close — Range —
Q2 2025
Shares 4,048 Value ($000) $786 Avg Close — Range —
Q1 2025
Shares 4,047 Value ($000) $761 Avg Close — Range —
Q3 2018
Shares 2,463 Value ($000) $312 Avg Close — Range —
Q2 2018
Shares 2,463 Value ($000) $299 Avg Close — Range —
Q1 2018
Shares 2,304 Value ($000) $276 Avg Close — Range —
Q4 2017
Shares 2,325 Value ($000) $289 Avg Close — Range —
Q3 2017
Shares 2,325 Value ($000) $276 Avg Close — Range —
Q2 2017
Shares 2,325 Value ($000) $271 Avg Close — Range —
Q1 2017
Shares 2,325 Value ($000) $267 Avg Close — Range —
Q4 2016
Shares 2,325 Value ($000) $260,469 Avg Close — Range —
Q3 2016
Shares 2,325 Value ($000) $243,427 Avg Close — Range —
Q2 2016
Shares 2,325 Value ($000) $240,266 Avg Close — Range —
Q1 2016
Shares 2,672 Value ($000) $265 Avg Close — Range —