ISHARES TR

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

Kozak & Associates, Inc.'s Holding History (CIK: 0001764970)

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

Q3 2025
Shares 47 Value ($000) $10 Avg Close — Range —
Q4 2023
Shares 4 Value ($000) $1 Avg Close — Range —