ISHARES TR

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

Monument Group Wealth Advisors, LLC's Holding History (CIK: 0001965665)

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

Q4 2025
Shares 1,175 Value ($000) $247 Avg Close — Range —
Q3 2025
Shares 1,175 Value ($000) $239 Avg Close — Range —
Q2 2025
Shares 1,175 Value ($000) $228 Avg Close — Range —
Q1 2025
Shares 1,175 Value ($000) $221 Avg Close — Range —
Q4 2024
Shares 1,089 Value ($000) $202 Avg Close — Range —
Q3 2024
Shares 1,089 Value ($000) $207 Avg Close — Range —