ISHARES TR

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

Navigation Wealth Management, Inc.'s Holding History (CIK: 0001839930)

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

Q4 2025
Shares 2,359 Value ($000) $496 Avg Close — Range —
Q3 2025
Shares 2,345 Value ($000) $478 Avg Close — Range —
Q2 2025
Shares 1,581 Value ($000) $307 Avg Close — Range —