ISHARES TR

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

DEFINED WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001849518)

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

Q4 2023
Shares 3,795 Value ($000) $627 Avg Close — Range —
Q2 2022
Shares 7,605 Value ($000) $1,102 Avg Close — Range —