ISHARES TR

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

Premier Path Wealth Partners, LLC's Holding History (CIK: 0001999925)

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

Q4 2025
Shares 20,682 Value ($000) $4,350 Avg Close — Range —
Q3 2025
Shares 16,448 Value ($000) $3,349 Avg Close — Range —
Q2 2025
Shares 17,884 Value ($000) $3,474 Avg Close — Range —
Q1 2025
Shares 20,249 Value ($000) $3,810 Avg Close — Range —
Q4 2024
Shares 34,171 Value ($000) $6,326 Avg Close — Range —
Q3 2024
Shares 21,271 Value ($000) $4,037 Avg Close — Range —
Q2 2024
Shares 21,791 Value ($000) $3,802 Avg Close — Range —
Q1 2024
Shares 23,334 Value ($000) $4,173 Avg Close — Range —
Q4 2023
Shares 36,227 Value ($000) $5,955 Avg Close — Range —