ISHARES TR

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

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

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

Q4 2025
Shares 1,654 Value ($000) $348 Avg Close — Range —
Q4 2023
Shares 5,144 Value ($000) $850 Avg Close — Range —
Q4 2022
Shares 1,907 Value ($000) $289 Avg Close — Range —
Q4 2021
Shares 1,316 Value ($000) $221 Avg Close — Range —