ISHARES TR

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

Legacy Capital Wealth Partners, LLC's Holding History (CIK: 0001766228)

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

Q4 2025
Shares 4,288 Value ($000) $902 Avg Close — Range —
Q3 2025
Shares 5,532 Value ($000) $1,126 Avg Close — Range —
Q2 2025
Shares 3,279 Value ($000) $637 Avg Close — Range —
Q4 2024
Shares 5,667 Value ($000) $1,049 Avg Close — Range —