ISHARES TR

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

Curated Wealth Partners LLC's Holding History (CIK: 0001781284)

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

Q4 2023
Shares 3,777 Value ($000) $624 Avg Close — Range —
Q2 2021
Shares 1,358 Value ($000) $215 Avg Close — Range —