ISHARES TR

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

LYELL WEALTH MANAGEMENT, LP's Holding History (CIK: 0001686444)

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

Q4 2024
Shares 1,320 Value ($000) $244 Avg Close — Range —
Q2 2021
Shares 2,188 Value ($000) $347 Avg Close — Range —
Q1 2021
Shares 1,980 Value ($000) $300 Avg Close — Range —