ISHARES TR

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

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 10,883 Value ($000) $2,289 Avg Close — Range —
Q3 2025
Shares 10,955 Value ($000) $2,230 Avg Close — Range —
Q2 2025
Shares 11,177 Value ($000) $2,171 Avg Close — Range —
Q1 2025
Shares 11,344 Value ($000) $2,134 Avg Close — Range —
Q4 2024
Shares 11,376 Value ($000) $2,106 Avg Close — Range —
Q3 2024
Shares 11,502 Value ($000) $2,183 Avg Close — Range —
Q2 2024
Shares 11,499 Value ($000) $2,006 Avg Close — Range —
Q1 2024
Shares 12,165 Value ($000) $2,179 Avg Close — Range —
Q4 2023
Shares 12,244 Value ($000) $2,023 Avg Close — Range —
Q3 2023
Shares 11,449 Value ($000) $1,738 Avg Close — Range —
Q2 2023
Shares 10,867 Value ($000) $1,715 Avg Close — Range —
Q1 2023
Shares 10,894 Value ($000) $1,659 Avg Close — Range —
Q4 2022
Shares 10,891 Value ($000) $1,652 Avg Close — Range —
Q3 2022
Shares 1,766 Value ($000) $240 Avg Close — Range —
Q2 2022
Shares 1,763 Value ($000) $256 Avg Close — Range —